Douglas Marshall Ebner

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 12/2018
  Triad Advisors
  Norcross, GA
• 10/2011 → Present
  Ebner Financial Group
  Durham, NC
• 06/2022 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2011-11-28 → 2022-06-29
  Ebner Financial Group
  New Hill, NC

Other Businesses

1) Ebner Financial Group, since 1/01/1997, SALES AND SERVICE OF HEALTH, DENTAL. Non-investment related, 1-10% time spent on activity during non-securities hrs. 2) KRUSH TECHNOLOGIES, BITCOIN MINING ,PARTNER, FEB 2021, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-24
• S65 Uniform Investment Adviser Law Examination
  2011-07-25

Other Names

• Doug Ebner
• Douglas Marshall Sr Ebner
• Douglas Marshall Ebner