Eton Advisors

Eton Advisors (CRD# 289395) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $1,961,699,026 in 153 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,962
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $12,821,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, MD, NC, NY, SC, TX

Financial Advisors at Eton Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Brad F. Dalton
CRD#: 4669764
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

Brad Dalton (CRD# 4669764) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 20 years of experience in the finance industry.

2
Robert E. Mallernee
CRD#: 5114053
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

Robert Mallernee (CRD# 5114053) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 17 years of experience in the finance industry.

3
William J. Parham
CRD#: 1798332
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

William Parham (CRD# 1798332) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 17 years of experience in the finance industry.

4
John C. Wallace
CRD#: 5881208
5915 Farrington Road, Suite 202, Chapel Hill, NC 27517

John Wallace (CRD# 5881208) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has 1 year of experience in the finance industry.

5
Dexter T. Blackwell
CRD#: 7355533
5915 Farrington Road, Ste. 202, Chapel Hill, NC 27517

Dexter Blackwell (CRD# 7355533) is an Investment Advisor Representative working at Eton Advisors in Chapel Hill, NC and has over 2 years of experience in the finance industry.

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