Union Capital
46yrs
Top advisor by experience at Union Capital
39yrs
Joseph Eberle is a financial advisor in Tucson, Arizona, with 39 years in the industry. After six years at Calton & Associates and 12 years at Advanced Asset Trading, Joseph joined Union Capital in 2021, a firm offering investment management and selecting outside investment managers. Union Capital reports being paid through a percentage of assets and commissions.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Arizona
Office6083 E. Grant Road, Tucson, AZ 85712
FirmUnion Capital
How the firm is paid ?Percent of assets, Commissions
Typical client at the firm ?$362,319
Advisors at the firm9
States licensed ?1 state
Services through Union Capital
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowUnion Capital CompanyCurrent firm
- 2015 – 2021Calton & Associates, Inc.Previously
- 2004 – 2015Advanced Asset Trading, Inc.Previously
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joseph
How do I contact Joseph?
Call Union Capital at 520-664-2001 and ask for Joseph Eberle. Joseph works from the Tucson, AZ office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1987, about 39 years. Top 4% by experience in Arizona.
What licenses does Joseph hold?
Series 63. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Joseph paid?
Union Capital reports being paid by a percentage of the assets they manage, commissions on some products. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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