Roger EubanksCRD Number: 2601243
Current Firm: Franklin Street Advisors Inc.
Roger Eubanks (CRD# 2601243) is an Investment Advisor Representative working at Franklin Street Advisors Inc. in Chapel Hill, NC and has over 28 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Franklin Street Advisors, Inc.||Chapel Hill, NC||Apr 2016 - Current||7|
|Franklin Street Advisors, Inc.||Chapel Hill, NC||Jan 2009 - Apr 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1995|
|S66||NASAA Uniform Combined State Law Examination||Oct 2006|
Total Assets Under Management3,040MILLIONS
Total Number of Accounts1,572ACCOUNTS
Average Account Value$1,933,640
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, NC, NJ, NY, SC, TN, TX, VA
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