John
Aprill

Everett Harris & Co

CRD#6138482
Investment Advisor
in Charlotte, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Aprill is a chartered financial analyst based in Charlotte, North Carolina, with 11 years of industry experience. Aprill is an employee of Everett Harris & Co. They have spent the entirety of their career at Everett Harris & Co. Aprill is registered to serve investors in California and North Carolina. Everett Harris & Co is a company that has its headquarters in Los Angeles, CA. The investment advisory business has offices in three locations and a total of 18 people on staff. It manages $9 billion in assets under management among its 1,728 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 1,728 accounts, 98% are held by high-net-worth investors who have more than $1 million in assets available to invest. Everett Harris & Co offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the services provided. Fees charged by Everett Harris & Co typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

307 W. Tremont Avenue, Suite 200
Charlotte, NC 28203

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.

Everett Harris & Co Brokerage Details

Total Assets Under Management

$8,726,810,918

NC Average: $7,578,581,321
Total Number of Employees

18

NC Average: 43
Total Number of Accounts

1,728

NC Average: 3,727
Average Account Size

$5,050,238

NC Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Aprill Work History

John has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Everett Harris & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Aprill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Everett Harris & Co

John Aprill
Charlotte, NC
Elizabeth Margalis
Los Angeles, CA
Monica Baier
Los Angeles, CA
Kwang No
Los Angeles, CA
Mark Foundos
Mission Viejo, CA
Robert Speidel
Mc Lean, VA
Deborah Griffith
Mission Viejo, CA
David Clark
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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