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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Everett is a financial professional who has been serving clients since 1984. Brian has a wide range of experience in the financial services industry, including work with Cetera Investment Advisers LLC and Lifestyle Asset Management, Inc. Brian is a Certified Financial Planner™ and holds a number of licenses and registrations. Brian specializes in financial planning, portfolio management, and investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (DALLAS TX)
TX
07/29/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (DALLAS TX)
TX
04/29/1999 - 08/16/2011
LPL FINANCIAL LLC (DALLAS TX)
AZ
05/29/1991 - 04/29/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
KS
05/02/1984 - 06/04/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/7/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/1/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/27/1994
Series 52 - Municipal Securities Representative Examination
BC
Issued 1/18/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 7/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/1/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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