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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Wilson Everhart is a financial advisor with Raymond James Financial Services Advisors, Inc. located in San Diego, CA. Brett has been in the financial services industry for over 40 years and holds the Series 7, 24, 53, 63, and 65 licenses, as well as the SIE exam. Brett specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Brett has experience working with clients of all ages and financial backgrounds, and is committed to helping them achieve their financial goals. Prior to joining Raymond James, Brett worked for a number of other firms, including LPL Financial Corporation, CUSO Financial Services, L.P., Waddell & Reed, Inc., and Birr, Wilson & Co., Inc. Brett is a Certified Financial Planner and has been a registered representative with FINRA since 1982.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/21/2015 - Present
Raymond James Financial Services Advisors, Inc. (SAN DIEGO CA)
CA
01/06/2010 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (SAN DIEGO CA)
CA
02/22/2006 - 01/06/2010
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
11/18/1999 - 02/23/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
KS
01/21/1994 - 12/02/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
CA
02/20/1992 - 01/11/1994
NIF SECURITIES, INC. (NEWPORT BEACH CA)
CA
05/20/1985 - 12/23/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
NA
01/09/1985 - 06/10/1985
PLANNER'S INDEPENDENT MANAGEMENT, INC.
NA
06/18/1984 - 01/10/1985
BRETCOURT SECURITIES CORPORATION
NA
11/25/1983 - 05/30/1984
ALEXANDER ASSOCIATES INCORPORATED
NA
03/04/1983 - 11/15/1983
FINANCIAL PLANNERS EQUITY CORPORATION
NA
08/11/1982 - 11/10/1982
BIRR, WILSON & CO., INC.
NA
05/24/1982 - 08/12/1982
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 2/2/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/22/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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