Charles
Ebersole
Hoylecohen, LLC
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About this Advisor
Charles Ebersole is a certified financial planner and chartered financial consultant based in San Diego, California with 9 years of industry experience. Ebersole is an advisor for Hoylecohen, LLC. Their career trajectory has included roles at Chuck Ebersole - Self, Financial Telesis, Foord, Van Bruggen & Ebersole Financial Services and Lpl Financial LLC. Ebersole has a Series 63 license, qualifying them as a securities broker, and can work in California. Hoylecohen, LLC is a financial advisory firm that has its headquarters in San Diego, CA. The investment advisory business has offices in six locations and a total of 62 people on staff. It manages $3 billion in assets between its 5,169 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 5,169 client accounts, 43% are held by high-net-worth individuals who have greater than $1 million in assets. Hoylecohen, LLC provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on the type of financial services. Fee types charged by Hoylecohen, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hoylecohen, LLC Brokerage Details
$3,085,852,836
62
5,169
$596,992
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Charles Ebersole Work History
Charles has been registered as a financial advisor for 9 years.*
Lpl Financial LLC
Financial Telesis
Foord, Van Bruggen & Ebersole Financial Services
Chuck Ebersole - Self
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Ebersole 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 Hoylecohen, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
