Eaton Financial Group

Eaton Financial Group (CRD# 316323) is a financial advisory firm headquartered in Coral Springs, FL. They manage $432,842,299 in 1,953 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3111 N. University Drive, Suite 404, Coral Springs, FL 33065
https://palmwealthpartners.com
By the Numbers
  • Total Assets Under Management
    433
    MILLION
  • Total Number of Accounts
    1,953
    ACCOUNTS
  • Average Account Value
    $221,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, OH, PA, TX

Financial Advisors at Eaton Financial Group
Showing 1 - 7 of 7 top financial advisors.
1
Danielle Basilone, financial advisor Coral Springs FL
Danielle Basilone
CRD#: 5741111
3111 N. University Drive, Suite 404, Coral Springs, FL 33065

Danielle Basilone (CRD# 5741111) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 9 years of experience in the finance industry.

2
Mario Basilone, financial advisor Coral Springs FL
Mario J. Basilone
CRD#: 6035458
3111 N. University Drive, Suite 404, Coral Springs, FL 33065

Mario Basilone (CRD# 6035458) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 11 years of experience in the finance industry.

3
Richard Dupuis, financial advisor Boca Raton FL
Richard D. Dupuis
CRD#: 809587
4400 N Federal Highway, Suite 300, Boca Raton, FL 33431

Richard Dupuis (CRD# 809587) is an Investment Advisor Representative working at Eaton Financial Group in Boca Raton, FL and has over 39 years of experience in the finance industry.

4
Douglas Eaton, financial advisor Coral Springs FL
Douglas J. Eaton
CRD#: 2780814
3111 N. University Drive, Suite 404, Coral Springs, FL 33065

Douglas Eaton (CRD# 2780814) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 26 years of experience in the finance industry.

5
Jacalyn Ferreira, financial advisor Coral Springs FL
Jacalyn K. Ferreira
CRD#: 1025472
3111 N. University Drive, Suite 404, Coral Springs, FL 33065

Jacalyn Ferreira (CRD# 1025472) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 40 years of experience in the finance industry.

6
Domenick Mancini, financial advisor Coral Springs FL
Domenick A. Mancini
CRD#: 6647667
3111 N. University Drive, Suite 404, Coral Springs, FL 33065

Domenick Mancini (CRD# 6647667) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 5 years of experience in the finance industry.

7
Leonard Tomson, financial advisor Coral Springs FL
Leonard J. Tomson
CRD#: 5777554
3111 N. University Drive, Suite 404, Coral Springs, FL 33065

Leonard Tomson (CRD# 5777554) is an Investment Advisor Representative working at Eaton Financial Group in Coral Springs, FL and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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