EA
EA

Everett Anderson

17 Years of Experience
Chapel Hill, NC
Broker

Everett Anderson is a registered investment advisor at Raymond James & Associates, INC., based in Chapel Hill, NC, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

101 Glen Lennox Dr, Suite 260, Chapel Hill, NC, 27517

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Everett is listed as a member of Frankie Bones LLC, which his wife created for her contract work. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2009 - Present · 17 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2008 - Present · 17 yrs 9 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.