Carlton Ebneth, financial advisor Keansburg NJ

Carlton Ebneth

CRD Number: 3248726
Current Firm: Tucker Asset Management LLC

Carlton Ebneth (CRD# 3248726) is an Investment Advisor Representative working at Tucker Asset Management LLC in Keansburg, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Tucker Asset Management LLC Littleton, CO Jun 2022 - Current 1
Ebneth Financial Group Keansburg, NJ Apr 2022 - Current 2
Physicians Wealth Advisory Group Berkeley, NJ Mar 2017 - Current 7
Foundations Investment Advisors LLC Scottsdale, AZ Mar 2021 - Jun 2022 1
Sa Stone Wealth Management Berkeley, NJ Dec 2019 - Jul 2020 < 1
Sa Stone Investment Advisory Berkeley, NJ Dec 2019 - Jul 2020 < 1
Quest Capital Strategies, Inc. Lake Forest, CA Jun 2019 - Dec 2019 < 1
Foresters Equity Services, Inc. San Diego, CA Jan 2017 - Dec 2017 < 1
Unemployed Berkeley, NJ Sep 2016 - Dec 2016 < 1
Metlife Securities Inc. Fairfield, NJ Jan 2015 - Aug 2016 1
New England Securities Fairfield, NJ Feb 2004 - Aug 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Jun 2006
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 Carlton J. Ebneth
Phone Number: 303-734-1234
Firm Website: http://www.tuckeram.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    476
    MILLIONS
  • Total Number of Accounts
    6,427
    ACCOUNTS
  • Average Account Value
    $74,137
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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