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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Drew Ebright is an investment advisor representative with Check Capital Management Inc. based in Costa Mesa, California. Alan has been in the industry since 1996 and is licensed to provide investment advice in California. Alan's current firm, Check Capital Management Inc., primarily provides investment advice for individuals, investment companies, and corporations. Alan has held several prior positions within the financial services industry with firms such as ASCENDIANT CAPITAL MARKETS, LLC, CAPSTONE INVESTMENTS, MILLER TABAK + CO., LLC, MERRIMAN CURHAN FORD & CO., ROTH CAPITAL PARTNERS, LLC, THE SEIDLER COMPANIES INCORPORATED, and CRUTTENDEN ROTH INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/07/2022 - Present
Check Capital Management Inc. (COSTA MESA CA)
CA
01/22/2013 - 04/18/2013
ASCENDIANT CAPITAL MARKETS, LLC (IRVINE CA)
CA
10/03/2011 - 01/09/2013
CAPSTONE INVESTMENTS (SAN DIEGO CA)
CA
03/03/2009 - 10/03/2011
MILLER TABAK + CO., LLC (SAN DIEGO CA)
CA
06/06/2005 - 02/23/2009
MERRIMAN CURHAN FORD & CO. (NEWPORT BEACH CA)
CA
09/04/2001 - 06/02/2005
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
CA
02/11/1999 - 02/02/2001
THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)
CA
07/19/1996 - 02/22/1999
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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