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William Jackson Parham

ETON ADVISORS GROUP, LLC·CHAPEL HILL, North Carolina
Series 7, Series 63Clean record16 years registeredETON ADVISORS GROUP, LLC
5915 FARRINGTON ROAD,, CHAPEL HILL, NC 27517CRD# 1798332Firm CRD# 289395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Jackson Parham · CHAPEL HILL, NC
Registration
CRD #1798332 · ETON ADVISORS GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ETON ADVISORS
Sep 2017 – present
ETON ADVISORS, LP
Aug 2009 – Sep 2017
CHAPEL HILL, NC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · August 25, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ETON ADVISORS GROUP, LLC
CRD 289395 · SEC 801-111042
AUM
$2.0B
Regulatory assets under management
Employees
13
153 client accounts
Services offered by ETON ADVISORS GROUP, LLC
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 GROUP, LLC →
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05

Frequently Asked Questions

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

Sarah Catherine Sculley
CHAPEL HILL, NC
Robert Edward Mallernee
CHAPEL HILL, NC

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