James Estep (CRD# 5758873) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Hollywood, FL and has over 14 years of experience in the finance industry. James Estep has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
The Professional Firefighters Of Miramar Local | Miramar, FL | Jan 2018 - Current | 6 |
Jl Equity Holdings, LLC | Cooper City, FL | Mar 2017 - Current | 7 |
Everest Financial Advisors, LLC | Cooper City, FL | Jan 2010 - Current | 14 |
City Of Miramar | Miramar, FL | Jul 1996 - Current | 27 |
Wealth Builders Fx | Pembroke Pines, FL | Oct 2006 - Dec 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- FL
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Total Assets Under Management36MILLIONS
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Total Number of Accounts359ACCOUNTS
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Average Account Value$101,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
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