Michael Eberly, financial advisor Gig Harbor WA

Michael Eberly

CRD Number: 5928811
Current Firm: Ameriprise Financial Services, LLC

Michael Eberly (CRD# 5928811) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gig Harbor, WA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Gig Harbor, WA Sep 2022 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Olympia, WA Sep 2019 - Sep 2022 3
Bank Of America, N.a. Olympia, WA Sep 2019 - Sep 2022 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2019 4
Morgan Stanley Olympia, WA Feb 2013 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
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 Michael P. Eberly
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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