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Thomas David Ebner

Southland Equity Partners, LLC

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About Thomas David Ebner

Thomas David Ebner is an investment advisor representative with Southland Equity Partners, LLC. Thomas has been in the industry since 1988. Thomas is registered to provide investment advisory services in Ohio. Southland Equity Partners, LLC is a registered investment advisor with the SEC. The firm provides financial planning and portfolio management services to individuals, as well as other advisory services.

Firm Information

Thomas Ebner is currently registered with Southland Equity Partners, LLC. Southland Equity Partners, LLC is an investment advisor based in , with approximately $636,443,384 in regulatory assets under management. The firm provides portfolio management for individuals and other advisory services including financial planning, consulting services, and selection of other advisors. The firm has a total of 2714 accounts, including 2611 discretionary accounts. The firm primarily serves individuals other than high-net-worth individuals, with 2709 clients and $564,125,438 in assets under management, and high-net-worth individuals, with 8 clients and $72,317,946 in assets under management.

$636.44M

Assets Under Management

12

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Ebner’s Registration & Firm History

OH

07/22/2016 - Present

Southland Equity Partners, LLC (West Chester OH)

OH

11/03/2023 - 11/28/2023

OSAIC WEALTH, INC. (WEST CHESTER OH)

OH

11/14/1997 - 11/03/2023

FSC SECURITIES CORPORATION (WEST CHESTER OH)

MA

02/11/1988 - 11/17/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

02/11/1988 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 09/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Thomas David Ebner. Review regulatory record here.
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