Joel
Everett

About this Advisor

Joel Everett is a certified financial planner operating in San Diego, California, who has been in the industry for 11 years. Everett is currently employed by Lpl Financial LLC. Over the course of their career, Everett has held roles at Brigham Young University, Vanderbilt University, Church Of Jesus Christ Of Latter-Day Saints, Lpl Financial, LLC and Financial Planning Consultants. Everett holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Lpl Financial LLC is a financial advisory business that has its headquarters in San Diego, California. The investment advisory business has offices in 8,011 locations and a total of 22,703 employees. It administers $153 billion in total assets among its 680,466 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 899 charitable organizations. Of its 680,466 accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. The business offers a number of services, such as 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. Fees charged by financial advisors depend on the services. However, fee types charged by Lpl Financial LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.