Everett AndersonCRD Number: 5249960
Current Firm: Raymond James & Associates, Inc.
Everett Anderson (CRD# 5249960) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Chapel Hill, NC and has over 14 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Raymond James & Associates, Inc.||Durham, NC||Oct 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S65||NASAA Investment Advisors Law Examination||Apr 2009|
Total Assets Under Management306,121MILLIONS
Total Number of Accounts950,978ACCOUNTS
Average Account Value$321,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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