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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. Brett has been in the industry since 1982. Brett has a total of 29 state registrations, 2 approved IA state registrations, and 1 approved FINRA registration. Brett holds Series 7, Series 63, Series 24, Series 53 and Series 65 licenses. Brett is a Certified Financial Planner. In addition to Brett's current role at Raymond James Financial Services Advisors, Inc., Brett also has a number of other business relationships. Brett's other business activities include working as an agent for Addison Avenue, selling non-variable insurance, and serving as an Associate/Employee for Addison Avenue Investment Services and First Tech Fed Credit Union. Brett provides financial planning services for CU members and is a Financial Advisor for the Investment Services Division of the Credit Union.
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 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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