Thomas Ebner, financial advisor West Chester OH

Thomas Ebner

CRD Number: 1788090
Current Firm: Southland Equity Partners, LLC

Thomas Ebner (CRD# 1788090) is an Investment Advisor Representative working at Southland Equity Partners, LLC in West Chester, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. West Chester, OH Nov 2023 - Current < 1
Fsc Securities Corporation Cincinnati, OH Nov 1997 - Nov 2023 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas D. Ebner
Phone Number: 770.998.5879
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    636
    MILLIONS
  • Total Number of Accounts
    2,714
    ACCOUNTS
  • Average Account Value
    $234,504
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, HI, ID, KY, MO, NC, NY, OH, TN, VA, WI, WV

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