Paul Francis Ebert
Professional Summary
Paul Francis Ebert is a registered financial advisor currently at CHARLES TOWNE SECURITIES, LLC located in Charleston, South Carolina and MOTILAL OSWAL SECURITIES INTERNATIONAL PRIVATE LIMITED. Paul is registered as a RR (Registered Representative) and started their career in finance in 1997. Paul has worked at 93 firms and has passed the Series 63, Series 99TO, SIE, Series 55, Series 7, Series 27 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
BEACH TREE CAPITAL, LLC
Contact Information
Main Address
11 N Forest Ave, Orlando, FL 32803Mailing Address
11 N Forest Ave, Orlando, FL 32803Phone Number
(714) 746-7150Established
Delaware since 07/09/2025Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Dec 1999Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Mar 2006About the Series 28 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Paul Francis Ebert's CRS (Customer Relationship Summary).
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