Joel Everett
CRD Number: 6994217Current 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 4 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Proxy Freedom LLC | Walnut Creek, CA | Aug 2023 - Current | < 1 |
| Freedom Proxy | Walnut Creek, CA | Aug 2023 - Current | < 1 |
| Uniter Planners' Financial Services Of America | Scottsdale, AZ | Jan 2020 - Current | 4 |
| Postmates | Sacramento, CA | Dec 2018 - Current | 5 |
| Vitucci And Associates | Walnut Creek, CA | Aug 2018 - Current | 5 |
| Vitucci & Associates | Walnut Creek, CA | Aug 2018 - Current | 5 |
| Gid Martial Arts | Walnut Creek, CA | Jan 2013 - Current | 11 |
| Gid Martial Arts | Walnut Creek, CA | Jan 2013 - Current | 11 |
| Green Wolf Energy | Hayward, CA | Jul 2017 - Aug 2018 | 1 |
| Rha | Fresno, CA | Aug 2017 - Mar 2018 | < 1 |
| Pacific Gas & Electric Company | Concord / Oakland, CA | Oct 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
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- CA
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
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.