Eben Eubanks, financial advisor Fort Myers FL

Eben Eubanks

CRD Number: 6090164
Current Firm: Eubanks Financial

Eben Eubanks (CRD# 6090164) is an Investment Advisor Representative working at Eubanks Financial in Fort Myers, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Fort Myers, FL Aug 2018 - Current 5
Td Ameritrade Portland, OR Dec 2016 - May 2018 1
Berry Wealth Strategies Portland, OR Jul 2012 - Dec 2016 4
Lpl Financial LLC Portland, OR Jun 2012 - Dec 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Aug 2014
Contact Info for Eben D. Eubanks
Phone Number: 503-780-5601
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $96,774
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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