Everett Massey
Everett Massey is a registered investment advisor at LPL Financial LLC, based in Jacksonville, FL, with 14 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
76 S Laura St, Jacksonville, FL, 32202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Everett is involved in non-variable insurance through Blake Massey since 2019, dedicating about half his time to it. He also has a DBA for his LPL business called Luminosity Financial since 2021 and VyStar Investment Services since 2022, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
The Mutual Fund Store
The Mutual Fund Store
Global Financial Private Capital, LLC
State Registrations9 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.