Thomas Ebner
Thomas Ebner is a registered investment advisor at Southland Equity Partners, LLC., based in West Chester, OH, with 38 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,696 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southland Equity Partners offers investment management services on a fee-only basis. The fee is based on the market value of your investments at the end of the previous quarter. The fee may be paid by direct withdrawal from your account or by check or credit card. Transaction fees may be included in your advisory fee, or paid separately by you or Southland Equity Partners. You will also pay internal fees charged by mutual funds or exchange traded funds.
Location
7182 Liberty Centre, West Chester, OH, 45069
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Thomas provides insurance services to clients and prospects through Ebner Financial, dedicating about a quarter of his time. He also prepares taxes for select clients through Lehsnak Tax Prep and provides advisory services through Southland Equity Partners, spending about half his time on the latter.
Employment History
Current Registrations
Southland Equity Partners, LLC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.