Daniel Everhart, financial advisor Sandusky MI
93 score

Daniel Everhart

CRD Number: 5467279
Current Firm: Edward Jones

Daniel Everhart (CRD# 5467279) is an Investment Advisor Representative working at Edward Jones in Sandusky, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Dec 2007 - Current 9
City Of Birmingham Birmingham, MI Oct 2007 - Dec 2007 < 1
Rogers Electric Supply Dearborn, MI May 2007 - Sep 2007 < 1
Na Na, MI Nov 2006 - Apr 2007 < 1
Suburban Sports Services Farmington Hills, MI Jan 2001 - Oct 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Daniel D. Everhart
Phone Number: 314-515-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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