Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dale Ebersole is a financial advisor with The Colony Group, LLC. He is a Certified Financial Planner and Chartered Financial Consultant with over 30 years of experience in the financial services industry. Charles has held various roles at different firms, including Securities Service Network, Inc. and Planned Investments Inc. Charles is registered with the state of California and holds several securities licenses, including the Series 7, Series 22 and Series 63.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
09/03/2024 - Present
THE Colony Group, LLC (Sacremento CA)
CA
09/12/2014 - 12/17/2014
LPL FINANCIAL LLC (SACRAMENTO CA)
CA
10/02/2002 - 09/12/2014
FINANCIAL TELESIS INC (SACRAMENTO CA)
TN
02/17/1999 - 09/25/2002
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
11/20/1992 - 02/22/1999
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
04/18/1983 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
BC
Issued 09/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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