Eric Ebanks
Professional summary
Eric Ebanks JR, who also goes by Eric E Ebanks Jr., Eric E Ebanks, is a registered financial advisor currently at EBANKS FINANCIAL SOLUTIONS, LLC located in Stuart, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric Ebanks JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2018 - Present
EBANKS FINANCIAL SOLUTIONS, LLC
February 6, 2018 - December 31, 2020
EBANKS FINANCIAL SOLUTIONS, LLC
October 17, 2014 - December 31, 2015
PFS INVESTMENTS INC.
October 16, 2014 - December 31, 2015
PFS INVESTMENTS INC.
October 12, 2012 - October 23, 2012
WELLS FARGO CLEARING SERVICES, LLC
June 29, 2012 - October 23, 2012
WELLS FARGO CLEARING SERVICES, LLC
August 13, 2009 - March 24, 2011
VALIC FINANCIAL ADVISORS, INC.
July 17, 2009 - March 24, 2011
VALIC FINANCIAL ADVISORS, INC.
May 24, 2007 - May 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 19, 2007 - May 20, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2018)
Exams
Current Firm
EBANKS FINANCIAL SOLUTIONS, LLC
CRD#: 291298 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 129,952 |
Red Flags
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