Ginger Eusebio Lyle Ames
CFP®Professional Summary
Ginger Eusebio Lyle Ames, CFP®, who also goes by Ginger Eusebio Lyle, is a registered financial advisor currently at WHISPER FINANCIAL located in Cobb, California. Ginger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Ginger has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Cashflow & Budgeting
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Education Funding
- Tax Planning
- Investment Management
- Risk Management & Insurance
Specializations
Biography
We all hear whispers within us. They might guide us to a new career, towards a creative peak, or away from something at odds with our values. What we do with them is the bigger question. Ginger Ames founded Whisper Financial to help fellow creatives listen to their whispers and use the power of financial planning to express their creativity without financial limitations. Ginger’s professional life has delved into the artistic and business worlds, working...
Other Aliases
Ginger Eusebio Lyle
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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.
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.
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Credentials
Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
WHISPER FINANCIAL | WHISPER FINANCIAL LLC
Contact Information
Main Address
Cobb, CAMailing Address
P.o. Box 1392, Cobb, CA 95426Phone Number
(510) 216-3886# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$1,578,119Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(12/2/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Ginger Eusebio Lyle Ames's CRS (Customer Relationship Summary).
Services Offered by Ginger
- Cashflow & Budgeting
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Education Funding
- Tax Planning
- Investment Management
- Risk Management & Insurance
Similar Advisors
OSAIC WEALTH, INC.
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