Ebersole Financial LLC

Ebersole Financial LLC (CRD# 171009) is a financial advisory firm headquartered in Wellesley Hills, MA. They manage $43,854,687 in 76 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10 Laurel Avenue, Second Floor, Wellesley Hills, MA 02481
https://www.investopedia.com/advisor-network/advisors/55008/jamie-ebersole-cfp-cfa/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $577,035
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Ebersole Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Arthur Ebersole, financial advisor Wellesley Hills MA
Arthur J. Ebersole
CRD#: 6315724
10 Laurel Avenue, Second Floor, Wellesley Hills, MA 02481

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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