Michael Ebert is a CFP-designated registered investment advisor, based in Newton, PA, with 15 years of industry experience.
Location
235 N Sycamore St, Newton, PA, 18940
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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 ActivitiesSells Insurance
Michael is an advisory representative of a registered investment advisor and an independent insurance agent for various companies. He also serves as a board member and treasurer for a nursery school and a Boy Scouts troop, dedicating minimal time to each.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.