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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Company Name Location Dates Years
Alignment Financial Group Hingham, MA Oct 2014 - Aug 2015 < 1
Alignment Financial Group Hingham, MA Feb 2013 - Aug 2015 2
Raymond James Financial Services Hingham, MA May 2012 - Aug 2015 3
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Strategic Advisors Braintree, MA Aug 2009 - Apr 2012 2
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Fidelity Brokerage Services LLC Boston, MA Dec 1998 - Apr 2012 13
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
  • Total Number of Accounts
  • Average Account Value
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


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