Arthur Ebersole (CRD# 6315724) is an Investment Advisor Representative working at Ebersole Financial LLC in Wellesley Hills, MA and has 1 year of experience in the finance industry. Arthur Ebersole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
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The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ebersole Financial LLC | Wellesley Hills, MA | Mar 2014 - Current | 10 |
- MA
- TX
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$577,035
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, TX
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