Unclaimed Profile

Brad Finch Dalton

ETON ADVISORS, LP·CHAPEL HILL, North Carolina

ETON 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

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ETON ADVISORS, LP

AUM

$1.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 4669764

Firm CRD# 147745

View on FINRA BrokerCheck →

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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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