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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Ebner is an active investment advisor representative with Money Concepts Capital Corp. located in New Hill, NC. Douglas has been in the industry since 1995 and has a wide range of experience in financial planning, portfolio management, and general consulting services. Douglas specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Douglas holds both Series 6 and Series 7 securities licenses as well as Series 65 and Series 63 state licenses. Prior to joining Money Concepts Capital Corp., Douglas was registered with TRIAD ADVISORS LLC, CAPITAL INVESTMENT GROUP, INC., 1717 CAPITAL MANAGEMENT COMPANY, and ROBERT W. BAIRD & CO. INCORPORATED. Douglas is a highly experienced investment advisor with a strong track record of success.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
NC
06/30/2022 - Present
Money Concepts Capital Corp. (New Hill NC)
NC
11/28/2011 - 12/31/2018
TRIAD ADVISORS LLC (DURHAM NC)
NC
02/13/2007 - 06/29/2011
CAPITAL INVESTMENT GROUP, INC. (DURHAM NC)
NC
05/01/1997 - 02/08/2007
1717 CAPITAL MANAGEMENT COMPANY (HOLLY SPRINGS NC)
NC
07/17/1996 - 05/02/1997
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
WI
09/29/1994 - 07/01/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/29/1994 - 06/26/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/24/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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