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Eric Ebanks

12 Years of Experience
Stuart, FL

Eric Ebanks is a registered investment advisor at Ebanks Financial Solutions, LLC, based in Stuart, FL, with 12 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $130K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$130K
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Location

Stuart, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric provides DJ audio services on a part-time basis for weddings and corporate events. He also buys and sells real estate investments such as raw land and foreclosures.

Employment History
Current Registrations
Ebanks Financial Solutions, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Ebanks Financial Solutions, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Primerica Advisors
October 2014 - December 2015 · 1 yr 2 mos
Wells Fargo Advisors, LLC
October 2012 - October 2012 · 0 mos
VALIC Financial Advisors, INC.
August 2009 - March 2011 · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.