Raymond Eaton has been Chief Compliance Officer/Managing Member of Primoris Wealth Advisors since June 2000, is a control person of the firm and directly owns between 50% and 75% of it. Raymond Eaton holds a Bachelor of Science in Accounting from Franklin Pierce University.
Primoris Wealth Advisors, LLC is a North Palm Beach, FL firm with $230M under management, 429 clients and 7 advisers in one office, as of its March 2026 filing.
Raymond Eaton is co-founder and Chief Compliance Officer of Primoris Wealth Advisors, LLC. He has more than 25 years of experience as a tax accountant and licensed financial professional. He educates clients about wealth and retirement planning, tax-advantaged investing, and corporate and small business finances.
- – present · 10 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 125567
Investment adviser representative registrations
Raymond Eaton is registered as an investment adviser representative in Texas, as a resident of Texas, since March 2022.
- TexasResidentSince 17 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Raymond L Eaton
- CRD
- 6406449
- Firm
- Primoris Wealth Advisors · CRD 125567
- Role
- Chief Compliance Officer/Managing Member
- Office
- 9250 ALTERNATE A1A, SUITE A, North Palm Beach, FL 33403
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primoriswealthadvisors.com
Where does Raymond Eaton work?
Raymond Eaton has been Chief Compliance Officer/Managing Member of Primoris Wealth Advisors, LLC since June 2000, and is a control person of the firm.
Is Raymond Eaton a financial advisor?
Yes. Raymond Eaton has a current investment-adviser registration in Texas, through Primoris Wealth Advisors since October 2015.
How many years of experience does Raymond Eaton have?
Raymond Eaton has 10 years in the financial industry, since October 2015, across 1 adviser firm.
What exams has Raymond Eaton passed?
Raymond Eaton passed the Series 65 in March 2015.
Where is Raymond Eaton based?
Raymond Eaton’s registered office is in North Palm Beach, FL.
Is Raymond Eaton registered with FINRA?
No. Raymond Eaton has no current broker registration.
How can I verify Raymond Eaton’s record?
Search CRD 6406449 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Raymond Eaton’s full registration record.