John Everett is a registered investment advisor at Argent Wealth, LLC, based in Ridgeland, MS, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 433 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Argent Wealth charges a maximum of 1.5% annually for asset management and comprehensive portfolio management services. Fees are calculated monthly or quarterly, based on the average daily value of your account. Fees are negotiable and deducted from client accounts. Argent Wealth also offers separately managed account services with fees distinct from the standard asset management fees.
Location
1020 Highland Colony Parkway, Suite 603, Ridgeland, MS, 39157
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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.
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John is a financial advisor at Citizens National Bank and Citizens National Bank Wealth Management since 2019, dedicating about half of his time to each role. One role is investment-related, while the other is a non-owner support role.
Employment History
Current Registrations
Argent Wealth, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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