Ebersole
Gaines
Sonora Investment Management
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About this Advisor
Ebersole Gaines is a financial advisor based in Scottsdale, Arizona, working with Sonora Investment Management. Ebersole has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Pantheon Global Holdings, LLC, University Of Southern California, Relativity Media, Insight Global, Bank Of America N.A, Sonora Investment Management LLC, and Sonora Investment Management Group, LLC. Ebersole has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Ebersole is part of Sonora Investment Management, which operates out of Scottsdale, Arizona. The firm has 1 office and 15 employees. The firm manages assets totaling $2.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Sonora Investment Management includes asset-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Sonora Investment Management Brokerage Details
$1,962,270,353
15
3,330
$589,270
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Ebersole Gaines Work History
Sonora Investment Management Group, LLC
Sonora Investment Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Pantheon Global Holdings, LLC
University Of Southern California
Relativity Media
Insight Global
Disclosures
Please visit the SEC profile of Ebersole Gaines to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sonora Investment Management
Scottsdale, AZ
Tucson, AZ
Tucson, AZ
Scottsdale, AZ
Phoenix, AZ
Tucson, AZ
Tucson, AZ
Scottsdale, AZ
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