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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Everett is a financial advisor with LPL Financial LLC in Boise, Idaho. Michael has been in the financial services industry since 2002 and has experience working with individuals, families, and businesses. Michael has a strong background in financial planning, portfolio management, and investment advisory services. Michael has obtained his Series 7, Series 66, Series 24, Series 31, and SIE licenses, as well as his state registration in Idaho. Michael is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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
ID
02/14/2018 - Present
LPL Financial LLC (BOISE ID)
ID
01/07/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (BOISE ID)
ID
08/15/2005 - 01/05/2009
D.A. DAVIDSON & CO. (BOISE ID)
NY
07/02/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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