Joel Everett, financial advisor Walnut Creek CA

Joel Everett

CRD Number: 6994217
Current Firm: United Planners' Financial Services Of America A Limited Partner

Joel Everett (CRD# 6994217) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joel Everett
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,858
    MILLIONS
  • Total Number of Accounts
    37,064
    ACCOUNTS
  • Average Account Value
    $212,014
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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