Advisor at EBH Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EBH Financial, Inc.
Location
Sandwich, IL
Credentials
Series 63, Series 65
Industry experience
29 years
Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.
Based on EBH Financial, Inc.
up to 2.0% annually, negotiable
Sandwich, IL
Illinois · Wisconsin
EBH Financial, Inc.
2021 - Present (5 years)
Infinity Financial Services Advisory
2020 - 2021 (1 year)
Infinity Financial Services
2018 - 2021 (3 years)
Infinity Financial Services
2018 - 2020 (2 years)
EBH Financial, Inc.
2010 - Present (16 years)
LPL Financial
2007 - 2018 (11 years)
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Other specialized services
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