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Timothy E

ChFC®, Series 63

Winston-Salem, NC

Commonwealth Financial Network

Timothy Ebert is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is the managing member of a real estate holding company in Winston-Salem, NC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, and comprehensive administrative and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Paul E

Series 63, Series 65

Winston-Salem, NC

Commonwealth Financial Network

Paul Ebert is a financial advisor with Commonwealth Financial Network in Winston-Salem, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2015. Outside of his advisory role, he is involved in fixed insurance sales conducted at his branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors. The firm offers a broad support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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