Everett Gilliss, financial advisor Richmond VA

Everett Gilliss

CRD Number: 4064036
Current Firm: Canal Capital Management, LLC

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.

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Professional Designations
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
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 Everett N. Gilliss
Phone Number: 804-325-1450
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    917
    MILLIONS
  • Total Number of Accounts
    1,683
    ACCOUNTS
  • Average Account Value
    $544,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, MD, NC, NH, TX, VA

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