Brett Everhart
Brett Everhart is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rancho Santa Fe, CA, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Rancho Santa Fe, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2019Customer Dispute
April 2017Other Business ActivitiesSells Insurance
Brett receives renewal commissions for long-term care insurance through Addison Avenue, dedicating minimal time. He also works as a financial advisor for First Tech Fed Credit Union and provides financial planning for CU members through Addison Avenue Investment Services, dedicating full-time hours to these roles, and sells life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.
Essex National Securities, INC.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
North Island Credit Union
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Waddell & Reed, INC.Broker
Nif Securities, INC.Broker
Baraban Securities, INC.Broker
Planner's Independent Management, INC.Broker
Bretcourt Securities CorporationBroker
Alexander Associates IncorporatedBroker
Financial Planners Equity CorporationBroker
Birr, Wilson & CO., INC.Broker
Financial Planners Equity CorporationBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.