Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
12yrs
Based in Fort Myers, Florida, Eben Eubanks is a fiduciary financial advisor with 12 years of industry experience. Eben joined Eubanks Financial in 2026, after a year at Edward Jones and a year at TD Ameritrade Investment Management. Eubanks Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets and flat fees.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
OfficeFort Myers, FL
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$114,286
States licensed ?1 state
Services through Eubanks Financial
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
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.
Career
- Jan 2026 – nowEubanks FinancialCurrent firm
- Oct 2018 – Oct 2019Edward JonesPreviously
- Jan 2017 – Jun 2018TD Ameritrade Investment Management, LLCPreviously
- Jan 2017 – Jun 2018TD Ameritrade, Inc.Previously
- 2014 – 2016LPL Financial LLCPreviously
Contact Eben
(503) 780-5601Eubanks Financial main office Fort Myers, FLOffice · Get directions Firm websitewww.eubanksfinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eben
Tailored to Eben’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
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About Eben
How do I contact Eben?
Call Eubanks Financial at (503) 780-5601 and ask for Eben Eubanks. Eben works from the Fort Myers, FL office.
How long has Eben been a financial advisor?
Eben has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Eben hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eben a fiduciary?
Eben is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eben paid?
Eubanks Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eben 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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