Danielle
Basilone
Eaton Financial Group
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About this Advisor
Danielle Basilone is a financial advisor working out of Pompano Beach, Florida who has 1 year of industry experience. Basilone is an advisor for Eaton Financial Group. During their career, the advisor has held roles at Axa Advisors, LLC, Equitable Advisors, LLC, Eaton Financial Holdings Company, LLC and Equitable. Basilone has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Eaton Financial Group is a business operating out of Pompano Beach, FL. The firm has offices in two locations and a total of 11 advisors. It oversees $322 million in total assets among its 1,156 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 1,156 customer accounts, just 2% are held by high-net-worth individuals who have at least $1 million in assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on the financial services provided. However, fees charged by Eaton Financial Group most likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eaton Financial Group Brokerage Details
$322,441,414
11
1,156
$278,929
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Danielle Basilone Work History
Danielle has been registered as a financial advisor for 1 years.*
Eaton Financial Holdings Company, LLC
Equitable
Axa Advisors, LLC
Equitable Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Danielle Basilone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eaton Financial Group
Pompano Beach, FL
Pompano Beach, FL
Pompano Beach, FL
Pompano Beach, FL
Pompano Beach, FL
Pompano Beach, FL
Pompano Beach, FL
Pompano Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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