Dennis Pearlman (CRD# 4665022) is an Investment Advisor Representative working at Everhart Advisors in Fort Myers, FL and has over 13 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Everhart Advisors | Fort Myers, FL | Jul 2021 - Current | 2 |
| Case Pearlman Retirement Plan Advisors, LLC | Fort Myers, FL | Apr 2011 - Jun 2021 | 10 |
| Case Pearlman Corporate Benefits | Fort Myers, FL | Feb 2003 - Mar 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- FL
- TX
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Total Assets Under Management1,446MILLIONS
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Total Number of Accounts4,645ACCOUNTS
-
Average Account Value$311,207
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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