Katrina Everett is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marietta, GA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
351 Washington Ave 110, [Satellite], Marietta, GA, 30060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katrina owns multiple rental properties in Georgia, dedicating minimal time to each. She also has ownership stakes in Achillean LLC, Achillean III Inc., Turner Brothers Cleaners LLC, Array Private Investment Advisory Group LLC, and Kever Financial LLC, spending full-time hours on Kever Financial LLC and about a quarter of her time on Array Private Investment Advisory Group LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations20 states
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