Richard
Everett
Key Financial, Inc
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About this Advisor
Richard Everett is a certified financial planner and chartered financial analyst working out of West Chester, Pennsylvania, with a total of 10 years of relevant experience. Everett is currently employed by Key Financial, Inc. Throughout their career, they have worked at Key Financial, Inc and Royal Alliance Associates. Everett maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Key Financial, Inc is a company that has its headquarters in West Chester, PA. It has a total of 32 advisors. It has $2 billion in assets under management across its 4,248 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 4,248 accounts, 34% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically depend on which service is offered. However, fee types charged by Key Financial, Inc most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Key Financial, Inc Brokerage Details
$1,752,668,690
32
4,248
$412,587
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Richard Everett Work History
Richard has been registered as a financial advisor for 10 years.*
Royal Alliance Associates
Key Financial, 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 Everett 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 Key Financial, Inc
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
West Chester, PA
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.
