David Everson is a registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 11 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
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IM Fee
Assets Under Management
Fee Structure
Location
13120 Pierce Street, Suite 200, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David serves on the Mount Michael Foundation Investment Committee, guiding the school's investments with Prodigy Asset Management. He dedicates minimal time to this non-profit activity, primarily through an annual meeting and occasional additional meetings.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations27 states
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