Douglas Ebner, financial advisor New Hill NC

Douglas Ebner

CRD Number: 2511777
Current Firm: Money Concepts Advisory Service

Douglas Ebner (CRD# 2511777) is an Investment Advisor Representative working at Money Concepts Advisory Service in New Hill, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp. Palm Beach Gardens, FL Jun 2022 - Current 1
Ebner Financial Group Durham, NC Oct 2011 - Current 12
Triad Advisors Norcross, GA Nov 2011 - Dec 2018 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
S63 Uniform Securities State Law Examination Oct 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Douglas M. Ebner
Phone Number: 561-472-2000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

VI

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