Joel
Everett
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Joel Everett is a financial advisor based in Walnut Creek, California, working with United Planners' Financial Services Of America A Limited Partner. Joel has previously held positions at Vitucci And Associates, Green Wolf Energy, Gid Martial Arts, Pacific Gas & Electric Company, Rha, Vitucci & Associates, Postmates, Proxy Freedom LLC, Uniter Planners' Financial Services Of America, and Freedom Proxy. Joel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joel is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Walnut Creek, California. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joel Everett Work History
Proxy Freedom LLC
Freedom Proxy
Uniter Planners' Financial Services Of America
Vitucci And Associates
Vitucci & Associates
Postmates
Gid Martial Arts
Gid Martial Arts
Green Wolf Energy
Rha
Pacific Gas & Electric Company
Disclosures
Please visit the SEC profile of Joel Everett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
