Khalil
Grant
Eton Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Khalil Grant is a financial advisor based in Chapel Hill, North Carolina, working with Eton Advisors. Khalil has previously held positions at The Ayco Company, Lp, Central Carolina Community College, Suny Adirondack, University Of North Carolina At Chapel Hill, Scallions, Ruffalo Noel Levitz, Town Of Malta, Donnelly Construction Inc, 2 West Bar And Grille, Chatham Marketplace, Papa John'S, Lowe'S, Department Of State, The Colonnade Group, Goldman Sachs Ayco Personal Financial Management, University Of North Carolina, Ballston Spa Senior High, Goldman Sachs & Co LLC, Shade Tree Advisors LLC, and Eton Advisors. Khalil has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Khalil 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Khalil Grant Work History
Eton Advisors
Shade Tree Advisors LLC
Goldman Sachs Ayco Personal Financial Management
Goldman Sachs & Co LLC
The Ayco Company, Lp
Ruffalo Noel Levitz
Lowe'S
Department Of State
The Colonnade Group
University Of North Carolina At Chapel Hill
Ruffalo Noel Levitz
Donnelly Construction Inc
2 West Bar And Grille
Chatham Marketplace
Suny Adirondack
University Of North Carolina At Chapel Hill
Town Of Malta
University Of North Carolina
Central Carolina Community College
Scallions
Scallions
Papa John'S
Ballston Spa Senior High
Disclosures
Please visit the SEC profile of Khalil Grant 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
