Valerie
Ebert
Founders Financial Alliance, LLC
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About this Advisor
Valerie Ebert is a financial advisor based in Chapel Hill, North Carolina, working with Founders Financial Alliance, LLC. Valerie has previously held positions at Lpl Financial LLC, Private Portfolio Partners, LLC, and Founders Financial Alliance, LLC. Valerie has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Valerie is part of Founders Financial Alliance, LLC, which operates out of Chapel Hill, North Carolina. The firm has 14 offices and 28 employees. The firm manages assets totaling $700.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Founders Financial Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Founders Financial Alliance, LLC Brokerage Details
$700,896,438
28
3,033
$231,090
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
- Other
Valerie Ebert Work History
Founders Financial Alliance, LLC
Lpl Financial LLC
Private Portfolio Partners, LLC
Disclosures
Please visit the SEC profile of Valerie Ebert 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 Founders Financial Alliance, LLC
Cary, NC
Chapel Hill, NC
Raleigh, NC
St. Petersburg, FL
Raleigh, NC
Cary, NC
Cary, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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