Joshua Ebey
Joshua Ebey is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Baton Rouge, LA, with 22 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
7707 Old Hammond Hwy, Baton Rouge, LA, 70809-1262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua created Ebey Financial LLC in 2008, which owns half of Capital Financial Group, the DBA for his LPL office, but it has no activity. He also has a notary license and operates his LPL business under the DBA United Wealth Management, dedicating about a quarter of his time. Joshua also has a real estate rental agreement with another LPL advisor, taking minimal time.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations17 states
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