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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Everitt is a financial advisor at Mercer Global Advisors Inc. James has been in the financial industry since 1990. James holds Series 3, 7, 8, 63 and 66 securities licenses. James has worked for various firms including A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc. and Clearrock Capital, LLC. James currently holds an Investment Advisor Representative registration with the state of Idaho.
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.
Trust services, estate planning, tax return preparation, consultation
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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ID
07/21/2020 - Present
Mercer Global Advisors Inc. (Ketchum ID)
ID
10/06/2006 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
ID
12/20/1994 - 10/09/2006
A. G. EDWARDS & SONS, INC. (KETCHUM ID)
NY
11/13/1991 - 01/04/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
11/23/1990 - 10/24/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/04/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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