Raymond James Financial Services Advisors, Inc
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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
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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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
Brett Everhart Work History
Brett has 19 years of experience.
First Tech Fed Credit Union
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Addison Avenue Financial Partners, LLC
Linsco/Private Ledger Corp
Essex National Securities
North Island Credit Union
Brett Everhart has disclosures.
Please visit their SEC profile for more details.