George Ebenhack
George Ebenhack is a registered investment advisor at Oppenheimer & CO. INC., based in Carlsbad, CA, with 53 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
2121 Palomar Airport Road, Suite 130, Carlsbad, CA, 92011
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Employment History
Current Registrations
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Previous Registrations
Cibc World Markets CORP.
Oppenheimer & CO., INC.Broker
Cibc World Markets CORP.Broker
Dean Witter & CO. IncorporatedBroker
Dean Witter & CO. IncorporatedBroker
State Registrations21 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.
Exams
More Advisors
- Nannette Belt, CFPInspiration Financial Planning
- Ashley Bleckner, CFPEllevest
- Andrew Marshall, CFPAndrew Marshall Financial LLC
- Darcy Wolfe, CFPEdward Jones
- Matthew Brayer, CFPCarlsbad Wealth Advisory Group, INC.
- Mark Ealy, CFPIndependent Financial Group, LLC