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Freddie Thomas Everett

Thomas Everett Investments, LLC

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About Freddie Thomas Everett

Freddie Everett is a registered Investment Advisor Representative in the state of Ohio. Freddie is associated with Thomas Everett Investments, LLC, a firm based in Columbus, OH. Freddie has been in the industry since June 2017. The firm offers financial planning, pension consulting and educational seminars, as well as portfolio management for individuals and selection of other advisors. The firm primarily works with individuals and charitable organizations.

Firm Information

Freddie Everett is currently registered with Thomas Everett Investments, LLC. Thomas Everett Investments, LLC is an investment advisor that provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and select other advisors. The firm manages approximately $4.1 million in assets for 92 clients, including individuals, charitable organizations, and other investment advisors.

$4.14M

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Freddie Everett’s Registration & Firm History

OH

02/22/2022 - Present

Thomas Everett Investments, LLC (COLUMBUS OH)

OH

06/19/2017 - 10/01/2019

EDWARD JONES (columbus OH)

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Licenses & Designations

BOTH

Issued 07/07/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Freddie Thomas Everett.
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