Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.

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Firm Start Year

2007

CRD#

4558794

Firm CRD#

1234

Insurance License#

145788

States Licensed in

AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, NC, ND, NE, NM, NY, OH, OR, SC, SD, TN, TX, UT and WI

Years of Experience in Financial Services

21

Number of Years with Current Firm

16

Work Experience

Today, I have accumulated over 21 years in the financial services industry. Over the course of those years, I have honed my skills so that I can provide a highly personalized plan for each client. When working with clients, I offer advice that incorporates unique strategic and tactical investment strategies, using a wide array of investment options and financial planning strategies designed to help my clients create and keep the advantages they gain from optimized financial planning.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Investment Types

Exchange Traded Funds (ETFs), Options & Futures, Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds

Can meet clients in the following ways

Our Office, Phone, Email, Your Office, Video Conference

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

AAMS^®, AWMA^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts

$5,000

Minimum Fee Charged for Hourly Planning Accounts

$250

Bachelor of Science in Business Administration - Accounting & Finance

University of Arkansas
09/01/1990 - 05/01/1998

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf