William Eaton (CRD# 1225605) is an Investment Advisor Representative working at Private Advisor Group, LLC in Troy, OH and has 1 year of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 711261
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Dayton, OH | Oct 2015 - Current | 8 |
| Private Advisor Group, LLC | Morristown, NJ | Oct 2015 - Current | 8 |
| National Travelers Life | Des Moines, IA | Nov 1986 - Current | 37 |
| Self Employed | Dayton, OH | May 1978 - Current | 45 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - Sep 2015 | < 1 |
| Sterne Agee Financial Services, Inc. | Dayton, OH | Sep 2014 - Sep 2015 | 1 |
| Wrp Investments, Inc. | Youngstown, OH | Oct 1995 - Sep 2014 | 18 |
- OH
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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