Daniel Ebert (CRD# 6524802) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kerrville, TX and has over 8 years of experience in the finance industry.
CRD# 2456018
Advisors Asset Management, Inc.
CRD# 1630781
Next Financial Group, Inc.
CRD# 4487759
Advisors Asset Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Kerrville, TX | Sep 2023 - Current | < 1 |
| Jp Morgan Securities, LLC | San Antonio, TX | Dec 2018 - Sep 2023 | 4 |
| Jp Morgan Chase Bank, N.a. | San Antonio, TX | Dec 2018 - Sep 2023 | 4 |
| Morgan Stanley Private Bank, National Association | San Antonio, TX | Oct 2015 - Dec 2018 | 3 |
| Morgan Stanley | San Antonio, TX | Jul 2015 - Dec 2018 | 3 |
| Kelm Financial Services | San Antonio, TX | May 2014 - Jun 2015 | 1 |
| Self Employed Business Owner (real Estate Related) | San Antonio, TX | Nov 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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