Richard
Dupuis
Eaton Financial Group
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About this Advisor
Richard Dupuis is a financial advisor based in Pompano Beach, Florida, working with Eaton Financial Group. Richard has previously held positions at Triad Advisors, Inc, Royal Capital Management LLC, and Eaton Financial Holdings Company, LLC. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Richard is part of Eaton Financial Group, which operates out of Pompano Beach, Florida. The firm has 2 offices and 12 employees. The firm manages assets totaling $432.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Eaton Financial Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eaton Financial Group Brokerage Details
$432,842,299
12
1,953
$221,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Richard Dupuis Work History
Eaton Financial Holdings Company, LLC
Triad Advisors, Inc
Royal Capital Management LLC
Disclosures
Please visit the SEC profile of Richard Dupuis 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
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