Leon E Ebbert
Professional Summary
Leon E Ebbert is a registered financial advisor currently at EBBERT ASSET MANAGEMENT, LP located in Knoxville, Tennessee. Leon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Leon has worked at 3 firms and has passed the Series 63 and Series 6 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 on record.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
EBBERT ASSET MANAGEMENT, LP
Contact Information
Main Address
9815 Cogdill Rd, Suite 1, Knoxville, TN 37932Phone Number
(865) 584-3200# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
11AUM (Assets Under Management)
$1,312,496Similar Advisors
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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.
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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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Leon E Ebbert's CRS (Customer Relationship Summary).
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FLAGSHIP HARBOR ADVISORS, LLC


