Kevin Ebbink
CRD Number: 4909214Current Firm: Strategic Blueprint, LLC
Compensation Model: Fee Only
Kevin Ebbink (CRD# 4909214) is an Investment Advisor Representative working at Compass Financial Services, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Blueprint, LLC | Atlanta, GA | Aug 2021 - Current | 2 |
| Compass Financial Services | Winston Salem, NC | Jul 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
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-
Total Assets Under Management2,173MILLIONS
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Total Number of Accounts8,013ACCOUNTS
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Average Account Value$271,157
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV
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