David Eaton
David Eaton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Darlington, WI, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
208 Main Street, Darlington, WI, 53530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities, including being an owner of Chalmers & Eaton Investment Services, LLC and an officer of Eaton Financial Advisors, Inc. He also sells fixed insurance products as a broker for Eaton Financial Advisors, owns and manages rental property through Eaton Properties, LLC, and is involved in tax preparation with Etax, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Linsco/private Ledger CORP.Broker
State Registrations20 states
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