Everett Dearman, financial advisor Gulf Breeze FL
93 score

Everett Dearman

CRD Number: 4600721
Current Firm: Wells Fargo Advisors, LLC

Everett Dearman (CRD# 4600721) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Gulf Breeze, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Pensacola, FL Nov 2014 - Current 2
Wells Fargo Bank Na Pensacola, FL Sep 2014 - Current 2
Fsa Investment Group, LLC Pensacola, FL Apr 2014 - Jul 2014 < 1
Fs Advisors Inc. Atmore, AL Oct 2013 - Apr 2014 < 1
Raymond C. Forbes & Company, Inc. New York, NY Jul 2011 - Oct 2013 2
Nativeone Institutional Trading LLC New York, NY Jul 2011 - Aug 2013 2
Chase Investment Services Corp New York, NY Nov 2008 - Jul 2011 2
Unemployed Brooklyn, NY Feb 2010 - Sep 2010 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 New York, NY Jun 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Sep 2005
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Everett J. Dearman
Phone Number: 314-875-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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