Dalton Financial LLC

Dalton Financial LLC (CRD# 167878) is a financial advisory firm headquartered in , . They manage $13,500,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $192,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Dalton Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert D. Higgins
CRD#: 2500734
910 Greentree Dr., Charlotte, NC 28211
103
Wealthminder
score
Robert Higgins (CRD# 2500734) is an Investment Advisor Representative working at Dalton Financial LLC in Charlotte, NC and has over 21 years of experience in the finance industry. Robert Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Daniel Jakobovits
CRD#: 5348182
Charlotte, NC
61
Wealthminder
score

Daniel Jakobovits (CRD# 5348182) is an Investment Advisor Representative working at Dalton Financial LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.