Everette Ketchum (CRD# 2816609) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, SC and has over 27 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Vision Wealth Advisors | Columbia, SC | Apr 2022 - Current | 2 |
Raymond James Financial Services, Inc. | Columbia, SC | Apr 2022 - Current | 2 |
Raymond James Financial Services Advisors, Inc. | Columbia, SC | Apr 2022 - Current | 2 |
Esk Wealth Group LLC | Columbia, SC | Apr 2022 - Current | 2 |
Not Provided | Columbia, SC | Apr 2022 - Mar 2023 | < 1 |
Concurrent Advisors | Columbia, SC | Apr 2022 - Mar 2023 | < 1 |
Wells Fargo Clearing Services, LLC | Columbia, SC | Nov 2016 - Apr 2022 | 5 |
Wells Fargo Advisors LLC | Columbia, SC | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- SC
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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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