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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Gilliss is a financial advisor with Canal Capital Management, LLC, in Richmond, VA. Everett has been in the financial services industry since 2002. Everett is a Certified Financial Planner and holds the Series 6, 7, 24 and 63 licenses. Everett is also registered as an Investment Advisor Representative in Texas and Virginia. Prior to joining Canal Capital Management, LLC, Everett worked at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and 1717 Capital Management Company. Everett specializes in providing financial planning and investment advice to individuals, families, and businesses. Everett also manages a variety of pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
General business consulting & tax services
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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VA
10/01/2012 - Present
Canal Capital Management, LLC (RICHMOND VA)
VA
09/28/2012 - 12/05/2013
PURSHE KAPLAN STERLING INVESTMENTS (RICHMOND VA)
VA
12/11/2006 - 09/28/2012
COMMONWEALTH FINANCIAL NETWORK (RICHMOND VA)
VA
06/03/2002 - 12/04/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (RICHMOND VA)
IN
06/03/2002 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
DE
03/05/2002 - 06/24/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 08/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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