Joel
Everett

Lpl Financial LLC

CRD#6563011
Investment Advisor
in San Diego, CA
Are you Joel Everett? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, Certified Financial Planner

Years of Experience

11 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

Disclosures

No

Office Location

1450 Frazee Rd Ste 308
San Diego, CA 92108

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2015 - Present (4 years)

Lpl Financial, LLC

2015 - Present (4 years)

Financial Planning Consultants

2013 - 2015 (2 years)

Vanderbilt University

2011 - 2013 (2 years)

Brigham Young University

2010 - 2013 (3 years)

Brigham Young University

2009 - 2013 (4 years)

Brigham Young University

2007 - 2009 (2 years)

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started