John
Wallace
Eton Advisors
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About this Advisor
John Wallace is a financial advisor based in Chapel Hill, North Carolina, working with Eton Advisors. John has previously held positions at Franklin Street Advisors, Inc, Eton Advisors, Lp, and Eton Advisors Group, LLC. John is registered to provide services in North Carolina and Texas. Currently, John is part of Eton Advisors, which operates out of Chapel Hill, North Carolina. The firm has 1 office and 13 employees. The firm manages assets totaling $2.0 billion 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, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and other services. The fee structure at Eton Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eton Advisors Brokerage Details
$1,961,699,026
13
153
$12,821,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
John Wallace Work History
Eton Advisors Group, LLC
Eton Advisors, Lp
Franklin Street Advisors, Inc
Disclosures
Please visit the SEC profile of John Wallace 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 Eton Advisors
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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