Unclaimed
Joel Cameron Everage is a financial advisor with LPL Financial LLC. Joel has been working in the financial industry since 2000, and has been with LPL Financial LLC since 2021. Joel is registered with FINRA as a Registered Representative, and is licensed to provide investment advice in Arizona, California, Connecticut, Idaho, Nevada, Texas, and Utah. Joel's firm, LPL Financial LLC, manages more than $50 billion in assets for over 168,000 clients. LPL Financial LLC provides a variety of advisory services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Joel is dedicated to providing his clients with the highest quality financial advice and service.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
07/21/2021 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
11/02/2000 - 07/21/2021
WADDELL & REED (LAS VEGAS NV)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Joel Everage is the right advisor for you? Invested Better is here to help.