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Everett Mark Bergquist

Investment Distributors, Inc.

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About Everett Mark Bergquist

Everett Mark Bergquist is a financial advisor with over 20 years of experience in the industry. Everett is currently registered with Investment Distributors, Inc. Everett has previously held positions at Concourse Financial Group Securities, Inc., Lincoln Financial Distributors, Inc., MML Distributors, LLC, Phoenix Equity Planning Corporation and The Lincoln National Life Insurance Company. Everett holds a Series 6 license and has passed the SIE and Series 63 exams.

Firm Information

Everett Bergquist is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Everett Bergquist’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

AL

08/04/2008 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

PA

10/23/2006 - 07/08/2008

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

CT

05/14/2004 - 08/24/2006

MML DISTRIBUTORS, LLC (ENFIELD CT)

CT

05/23/2003 - 04/27/2004

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

PA

12/31/2000 - 04/03/2003

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

IN

10/01/1999 - 12/31/2000

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/01/1999 - 12/31/2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BC

Issued 05/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Everett Mark Bergquist.
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