Ian
Eversull
Kestra Advisory Services, LLC
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About this Advisor
Ian Eversull is a financial advisor working in Austin, Texas with 2 years of industry experience. Eversull is an advisor for Kestra Advisory Services, LLC. Eversull has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Whiskey Creek Golf Club, Rbc Wealth Management, Pb Dye Golf Club, Woodmont Grill, Hood College, Urbana High School, Mass Mutual, Bank Of America, N. A, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Eversull maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Maryland. Kestra Advisory Services, LLC is a company based in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in assets under management among its 140,407 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on the type of financial services provided. However, fees charged by Kestra Advisory Services, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Ian Eversull Work History
Ian has been registered as a financial advisor for 2 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Whiskey Creek Golf Club
Bank Of America, N. A
Merrill Lynch, Pierce, Fenner & Smith Inc
Rbc Wealth Management
Woodmont Grill
Mass Mutual
Hood College
Pb Dye Golf Club
Urbana High School
*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 Ian Eversull 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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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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