Mitchell Everett, financial advisor Medina TN

Mitchell Everett

CRD Number: 5765180
Current Firm: Kestra Advisory Services, LLC

Mitchell Everett (CRD# 5765180) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Medina, TN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Medina, TN Feb 2017 - Current 7
Kestra Advisory Services, LLC Medina, TN Feb 2017 - Current 7
Love Works Memphis, TN Jun 2015 - Current 8
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Various Insurance Carriers For W&r Insurance Agencies Germantown, TN Sep 2010 - Feb 2017 6
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mitchell S. Everett
Phone Number: 8445537872
Registered State(s):
  • LA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

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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