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Vicki R. Ebbert
EBBERT ASSET MANAGEMENT, LP
KNOXVILLE, TN 37919
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CRD#: 4819201
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Professional summary
Vicki R Ebbert is a registered financial advisor currently at EBBERT ASSET MANAGEMENT, LP located in Knoxville, Tennessee.
Vicki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Vicki has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Vicki R Ebbert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 21, 2004 - Present
EBBERT ASSET MANAGEMENT, LP
Office #1: 320 Nancy Lynn Lane, Suite 4, Knoxville, TN 37919RIA
CRD#: 124087
KNOXVILLE, TN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(6/21/2004)
Exams
Current Firm
EA
EBBERT ASSET MANAGEMENT, LP
EBBERT ASSET MANAGEMENT, LP
CRD#: 124087 / SEC#:
Tennessee
Registered Investment Advisory firm - (4/4/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9815 Cogdill Rd, Suite 1, Knoxville, TN 37932
Mailing Address
Phone number
(865) 584-3200
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 1,051,668 |
Red Flags
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Company Information
EBBERT ASSET MANAGEMENT, LP
CRD#: 124087Knoxville, TN 37919TRUST BUT VERIFY
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