Joel
Everett
Lpl Financial LLC
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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.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details

$152,530,468,356

22,703

680,466

$224,156

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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
Joel Everett Work History
Joel has 11 years of experience.
Lpl Financial, LLC
Financial Planning Consultants
Vanderbilt University
Brigham Young University
Brigham Young University
Brigham Young University
Church Of Jesus Christ Of Latter-Day Saints
Disclosures
Joel Everett has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.
