Benjamin Ebert, financial advisor Eureka CA

Benjamin Ebert

CRD Number: 5810899
Current Firm: Ebert Capital Management Inc.

Benjamin Ebert (CRD# 5810899) is an Investment Advisor Representative working at Ebert Capital Management Inc. in Eureka, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Ebert Capital Management Inc. Eureka, CA Aug 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Benjamin A. Ebert
Phone Number: 707-407-3813
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    68
    MILLIONS
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $148,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

CA

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