Everett Gilliss (CRD# 4064036) is an Investment Advisor Representative working at Canal Capital Management, LLC in Richmond, VA and has over 22 years of experience in the finance industry. Everett Gilliss 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# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Haxall Point Iii Gp, LLC | Richmond, VA | Oct 2021 - Current | 2 |
Haxall Institutional Partners Ii | Richmond, VA | Aug 2020 - Current | 3 |
Ccm Insurance, LLC | Richmond, VA | Aug 2020 - Current | 3 |
Haxall Institutional Partners I | Richmond, VA | Jun 2020 - Current | 3 |
Hp Mh I Gp, LLC | Richmond, VA | Aug 2018 - Current | 5 |
Haxall Point Ii, Gp LLC | Richmond, VA | May 2016 - Current | 7 |
Haxall Point Partners, LLC | Richmond, VA | Aug 2013 - Current | 10 |
Canal Capital Management, LLC | Richmond, VA | Aug 2012 - Current | 11 |
Canal Capital Management, LLC | Richmond, VA | Mar 2011 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2002 |
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- TX
- VA
-
Total Assets Under Management917MILLIONS
-
Total Number of Accounts1,683ACCOUNTS
-
Average Account Value$544,779
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
FL, MD, NC, NH, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.