Mark Everett, financial advisor Norwell MA

Mark Everett

CRD Number: 4261840
Current Firm: Diversified Financial Management

Mark Everett (CRD# 4261840) is an Investment Advisor Representative working at Diversified Financial Management in Norwell, MA and has over 20 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Mark J. Everett
Phone Number: 781-792-0440
Registered State(s):
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $470,994
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, NH

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