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Joel Arthur Pineles

ETON ADVISORS, LP·CHAPEL HILL, North Carolina
ETON ADVISORS, LP
5915 FARRINGTON ROAD, CHAPEL HILL, NC 27517CRD# 4412535Firm CRD# 147745

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Arthur Pineles · CHAPEL HILL, NC
Registration
CRD #4412535 · ETON ADVISORS, LP
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Joel Arthur Pineles 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
Introduction

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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# 4412535
Firm CRD# 147745
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Arthur Pineles offer?
Joel Arthur Pineles specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Joel Arthur Pineles's credentials?
Joel Arthur Pineles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Arthur Pineles located?
Joel Arthur Pineles 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 Joel Arthur Pineles charge for services?
Joel Arthur Pineles'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 at ETON ADVISORS, LP

David Ray Vines
CHAPEL HILL, NC
Pattie June Hebert
CHAPEL HILL, NC
Brad Finch Dalton
CHAPEL HILL, NC

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Research
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