William Eberle, financial advisor Ardmore PA

William Eberle

CRD Number: 5450152
Current Firm: Thornburg Investment Management Inc.

William Eberle (CRD# 5450152) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Ardmore, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Thornburg Securities Corporation Santa Fe, NM Mar 2021 - Current 3
Bizequity Philadelphia, PA Jan 2021 - Mar 2021 < 1
Unemployed Ardmore, PA Nov 2020 - Feb 2021 < 1
Blackrock Investments, LLC Plainsboro, NJ Jun 2010 - Oct 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
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 William R. Eberle
Phone Number: 505-467-7283
Registered State(s):
  • NM
  • PA
By the Numbers
  • Total Assets Under Management
    38,735
    MILLIONS
  • Total Number of Accounts
    658
    ACCOUNTS
  • Average Account Value
    $58,868,210
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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