Unclaimed Profile

Brad Finch Dalton

ETON ADVISORS, LP·CHAPEL HILL, North Carolina

Series 7, Series 63, Series 65Clean record23 years registeredETON ADVISORS, LP

5915 FARRINGTON ROAD, CHAPEL HILL, NC 27517CRD# 4669764Firm CRD# 147745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brad Finch Dalton · CHAPEL HILL, NC

Registration

CRD #4669764 · ETON ADVISORS, LP · 23 years registered

Brand Profile

Not yet started

Career History

ETON ADVISORS

Sep 2017 – present

ETON ADVISORS, LP

Jul 2009 – Sep 2017

CHAPEL HILL, NC

PRINCOR FINANCIAL SERVICES CORPORATION

Nov 2006 – Dec 2008

RALEIGH, NC

BB&T ASSET MANAGEMENT, INC.

Jul 2003 – Jun 2006

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ETON ADVISORS, LP

CRD 147745 · SEC 801-70291

AUM

$1.5B

Regulatory assets under management

Employees

135 client accounts

Services offered by ETON ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ETON ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does Brad Finch Dalton offer?

Brad Finch Dalton specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Brad Finch Dalton's credentials?

Brad Finch Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brad Finch Dalton located?

Brad Finch Dalton is based in CHAPEL HILL, North Carolina, working with ETON ADVISORS, LP. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Brad Finch Dalton charge for services?

Brad Finch Dalton's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ETON ADVISORS, LP?

ETON ADVISORS, LP has approximately 13 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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