Everest Financial Advisors, LLC

Everest Financial Advisors, LLC (CRD# 152866) is a financial advisory firm headquartered in Cooper City, FL. They manage $36,415,433 in 359 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9720 Stirling Road, #107, Cooper City, FL 33024
http://www.everestfa.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $101,436
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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Everest Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Estep, financial advisor Hollywood FL
James E. Estep
CRD#: 5758873
9720 Stirling Road, Suite 107, Hollywood, FL 33024

James Estep (CRD# 5758873) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Hollywood, FL and has over 14 years of experience in the finance industry.

2
Leonardo Nunez, financial advisor Hollywood FL
Leonardo Nunez
CRD#: 5758874
9720 Stirling Road, Suite 107, Hollywood, FL 33024

Leonardo Nunez (CRD# 5758874) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Hollywood, FL and has over 14 years of experience in the finance industry.

3
Cliff Ricketts, financial advisor Cooper City FL
Cliff R. Ricketts
CRD#: 7302256
9720 Stirling Road, #107, Cooper City, FL 33024

Cliff Ricketts (CRD# 7302256) is an Investment Advisor Representative working at Everest Financial Advisors, LLC in Cooper City, FL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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