Unclaimed Profile

Teresa Eriksson

ETON ADVISORS GROUP, LLC·CHAPEL HILL, North Carolina

Clean recordETON ADVISORS GROUP, LLC

5915 FARRINGTON ROAD,, CHAPEL HILL, NC 27517CRD# 5671462Firm CRD# 289395

Profile Verification

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

Identity

Teresa Eriksson · CHAPEL HILL, NC

Registration

CRD #5671462 · ETON ADVISORS GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Teresa Eriksson is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with ETON ADVISORS GROUP, LLC. 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 GROUP, LLC

ETON ADVISORS

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ETON ADVISORS GROUP, LLC →

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# 5671462

Firm CRD# 289395

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Teresa Eriksson offer?

Teresa Eriksson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Teresa Eriksson's credentials?

Teresa Eriksson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Teresa Eriksson located?

Teresa Eriksson is based in CHAPEL HILL, North Carolina, working with ETON ADVISORS GROUP, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Teresa Eriksson charge for services?

Teresa Eriksson'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 GROUP, LLC?

ETON ADVISORS GROUP, LLC has approximately 13 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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