SE
CFP
SE
CFP

Sebastian Earl Eccles

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
100 clients
Average Client Portfolio
$4.8M average
Assets Under Management
$476.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

8447 Wilshire Boulevard, Suite 200, Beverly Hills, CA, 90211

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History

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.

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Employment History
Current Registrations
Life Line Wealth Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Spire Wealth Management, LLC
January 2018 - January 2019 · 1 yr
Spire Securities, LLCBroker
January 2018 - January 2019 · 1 yr
Morgan Stanley
October 2017 - January 2018 · 3 mos
Morgan StanleyBroker
September 2017 - January 2018 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Sebastian Earl Eccles - Financial Advisor | TrueAdvisor