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EE

Eben D. Eubanks

EUBANKS FINANCIAL
Fort Myers, FL
Some features on this profile are disabled
CRD#: 6090164
EE

Professional summary

Eben David Eubanks is a registered financial advisor currently at EUBANKS FINANCIAL located in Fort Myers, Florida.

Eben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Eben has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eben David Eubanks'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®
None

Experience

Current

March 5, 2020 - Present

EUBANKS FINANCIAL

RIA
CRD#: 306185
Fort Myers, FL
Past

October 19, 2018 - October 4, 2019

EDWARD JONES

RIA
CRD#: 250
LEHIGH ACRES, FL
Past

August 17, 2018 - October 4, 2019

EDWARD JONES

BD
CRD#: 250
LEHIGH ACRES, FL
Past

January 19, 2017 - June 15, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Portland, OR
Past

January 10, 2017 - June 15, 2018

TD AMERITRADE, INC.

RIA
CRD#: 7870
PORTLAND, OR
Past

January 10, 2017 - June 15, 2018

TD AMERITRADE, INC.

BD
CRD#: 7870
PORTLAND, OR
Past

September 5, 2014 - December 20, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
PORTLAND, OR
Past

March 24, 2014 - December 20, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
PORTLAND, OR

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
Florida
(3/5/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 8/14/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/25/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2014
General Securities Representative Examination

Current Firm

EF
EUBANKS FINANCIAL
EBEN EUBANKS LLC | EUBANKS FINANCIAL

CRD#: 306185 / SEC#:

Florida
Registered Investment Advisory firm - (3/5/2020 Approved)
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Contact information

Main Address
12665 Coconut Creek Court, Fort Myers, FL 33908
Mailing Address
Phone number
(503) 780-5601
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 4,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EUBANKS FINANCIAL

CRD#: 306185Fort Myers, FL

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