Everest Financial Advisors, LLC

Everest Financial Advisors, LLC (CRD# 152866) is a financial advisory firm headquartered in Pembroke Pines, FL. They manage $5,487,147 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $63,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Everest Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James E. Estep
CRD#: 5758873
9000 Sheridan Street, Suite 107, Pembroke Pines, FL 33024
84
Wealthminder
score

James Estep (CRD# 5758873) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Pembroke Pines, FL and has over 6 years of experience in the finance industry. James Estep 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.

2
Leonardo Nunez
CRD#: 5758874
9000 Sheridan Street, Suite 110, Pembroke Pines, FL 33024
84
Wealthminder
score

Leonardo Nunez (CRD# 5758874) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Pembroke Pines, FL and has over 6 years of experience in the finance industry. Leonardo Nunez 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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