Unclaimed
Robert Bruce Eberst is an Investment Advisor Representative at Independent Advisor Alliance, LLC. He is also a Registered Representative with FINRA and is registered with the Securities and Exchange Commission. Mr. Eberst has been in the securities industry since 1996. Prior to joining Independent Advisor Alliance, LLC, he was employed by LPL Financial, LLC, where he was also an Investment Advisor Representative. Mr. Eberst is a member of the Jimmy Johnsons National Billfish Championship board. His other business activities include owning a marketing company for telecommunications business applications, providing life insurance through Financial Strategies Group, LLP, and placing life insurance through CAPITAS FINANCIAL.
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.
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.
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2
FL
10/13/2014 - Present
Independent Advisor Alliance, LLC (BOCA RATON FL)
FL
03/31/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (DELRAY BEACH FL)
FL
05/16/2003 - 04/02/2008
WACHOVIA SECURITIES, LLC (BOCA RATON FL)
MO
12/08/1998 - 05/05/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
10/20/1998 - 12/02/1998
CI INVESTMENTS, INC. (LILBURN GA)
MO
05/14/1998 - 07/20/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
04/29/1996 - 06/04/1998
SLAVIC INVESTMENT CORPORATION (BOCA RATON FL)
BC
Issued 01/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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