Unclaimed
Everett Franks is a financial advisor at Integrated Advisors Network LLC. Everett is registered with the state of South Carolina. Everett has been in the financial industry since 2019 and holds the Series 66, Series 7TO, and SIE licenses. Everett has experience working with various clients including individuals, corporations, charitable organizations, and retirement plans. Everett offers financial planning, portfolio management, and educational seminars as part of their services. Everett's office is located at 6208 Garners Ferry Road, Suite A, Columbia, SC 29209.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/27/2024 - Present
Integrated Advisors Network LLC (DALLAS TX)
LA
08/10/2022 - 05/19/2023
CETERA INVESTMENT SERVICES LLC (BAKER LA)
LA
06/07/2021 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
01/23/2021 - 05/28/2021
FIRST HORIZON ADVISORS, INC. (Lake Charles LA)
LA
07/20/2020 - 01/22/2021
INFINEX INVESTMENTS, INC. (Lake Charles LA)
BOTH
Issued 01/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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