Eben Eubanks is a registered investment advisor at Eubanks Financial, based in Fort Myers, FL, with 11 years of industry experience. Eben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 30 clients with $4M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$4.0M
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Location
Fort Myers, FL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Eubanks Financial
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Edward Jones
October 2018 - October 2019 · 1 yr
Edward JonesBroker
August 2018 - October 2019 · 1 yr 2 mos
TD Ameritrade Investment Management, LLC
January 2017 - June 2018 · 1 yr 5 mos
TD Ameritrade, INC.Broker
January 2017 - June 2018 · 1 yr 5 mos
TD Ameritrade, INC.
January 2017 - June 2018 · 1 yr 5 mos
LPL Financial LLC
September 2014 - December 2016 · 2 yrs 3 mos
LPL Financial LLCBroker
March 2014 - December 2016 · 2 yrs 9 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.