Brett
Everhart

Raymond James Financial Services Advisors, Inc

CRD#1036050
Investment Advisor
in San Diego, CA
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About this Advisor

Brett Everhart is a certified financial planner who is based in San Diego, California. Currently a registered advisor at Raymond James Financial Services Advisors, Inc, Everhart has 19 years of work experience in the financial advisory industry. Everhart maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Everhart can serve clients in California and Texas. Their career trajectory has included roles at Addison Avenue Financial Partners, LLC, Essex National Securities, North Island Credit Union, Linsco/Private Ledger Corp, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Insurance-Non Variable and First Tech Fed Credit Union. Raymond James Financial Services Advisors, Inc is based out of San Diego, California, and operates out of 2,040 other offices across the nation. Overall, Raymond James Financial Services Advisors, Inc manages $81 billion in assets throughout 280,698 accounts and retains more than 5,600 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 151,196 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Raymond James Financial Services Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

16399 West Bernardo Drive
San Diego, CA 92127

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

CA Average: $1,855,561,029
Total Number of Employees

6,224

CA Average: 62
Total Number of Accounts

343,734

CA Average: 2,474
Average Account Size

$301,664

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brett Everhart Work History

Brett has 19 years of experience.

2014 - Present (5 years)

First Tech Fed Credit Union

2012 - Present (7 years)

Raymond James Financial Services

2012 - Present (7 years)

Raymond James Financial Services Advisors Inc

2012 - Present (7 years)

Insurance-Non Variable

2010 - Present (9 years)

Addison Avenue Financial Partners, LLC

2006 - 2010 (4 years)

Linsco/Private Ledger Corp

1999 - 2012 (13 years)

Essex National Securities

1999 - 2010 (11 years)

North Island Credit Union

Disclosures

Brett Everhart has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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