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Brad Finch Dalton

ETON ADVISORS, LP·CHAPEL HILL, North Carolina
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5915 FARRINGTON ROAD, CHAPEL HILL, NC 27517CRD# 4669764Firm CRD# 147745
01

About

Brad Finch Dalton is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with ETON ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ETON ADVISORS, LP
ETON ADVISORS, LP
AUM
$1.5B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ETON ADVISORS, LP →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 4669764
Firm CRD# 147745
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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