Thomas
Ebner

Southland Equity Partners, LLC

CRD#1788090
Investment Advisor
in West Chester, OH

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About this Advisor

Thomas Ebner is a financial advisor based in West Chester, Ohio, working with Southland Equity Partners, LLC. Thomas has previously held positions at Osaic Wealth, Inc and Fsc Securities Corporation. Thomas has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Thomas is part of Southland Equity Partners, LLC, which operates out of West Chester, Ohio. The firm has 15 offices and 22 employees. The firm manages assets totaling $636.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Southland Equity Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7182 Liberty Centre
West Chester, OH 45069

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Southland Equity Partners, LLC Brokerage Details

Total Assets Under Management

$636,443,384

Total Number of Employees

22

Total Number of Accounts

2,714

Average Account Size

$234,504

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Thomas Ebner Work History

2023 - Present (1 year)

Osaic Wealth, Inc

1997 - 2023 (26 years)

Fsc Securities Corporation

Disclosures

Please visit the SEC profile of Thomas Ebner 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 Southland Equity Partners, LLC

Robert Wood
Asheville, NC
Eric Taylor
Lexington, KY
Michelle Best
Spring Hill, FL
David Cunningham
Lexington, KY
Erich Castillo
Lexington, KY
Brian Thomas
Makawao, HI
Raymond Bolin
North Ridgeville, OH
Christopher Salyer
Abingdon, VA

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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