Richard
Everhart
Everhart Advisors
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About this Advisor
Richard Everhart is a certified financial planner working out of Dublin, Ohio with a total of 26 years of industry experience. Everhart is currently employed by Everhart Advisors. Throughout their career, Everhart has worked at Mid Atlantic Capital Corporation, Cambridge Investment Research, Inc and Everhart Advisors. Everhart holds a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in Florida, Ohio and Texas. Everhart Advisors is a financial advisory firm that has its headquarters in Dublin, OH. It has offices in two locations and a total of 45 people on staff. It handles $1 billion in assets under management among its 4,100 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 4,100 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. The company has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Everhart Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Everhart Advisors Brokerage Details
$1,084,743,953
45
4,100
$264,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Richard Everhart Work History
Richard has been registered as a financial advisor for 26 years.*
Everhart Advisors
Mid Atlantic Capital Corporation
Cambridge Investment Research, Inc
*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 Richard Everhart 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 Everhart Advisors
Miamisburg, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
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.
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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.
