Everett Harris & Co

Everett Harris & Co (CRD# 106830) is a financial advisory firm headquartered in Los Angeles, CA. They manage $6,763,200,000 in 1,456 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,763
    MILLION
  • Total Number of Accounts
    1,456
    ACCOUNTS
  • Average Account Value
    $4,645,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, NC, VA

Financial Advisors at Everett Harris & Co
Showing 1 - 8 of 8 top financial advisors.
1
David A. Clark
CRD#: 1122916
888 West 6th Street, 10th Floor, Los Angeles, CA 90017
96
Wealthminder
score

David Clark (CRD# 1122916) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has over 30 years of experience in the finance industry.

2
Mark A. Foundos
CRD#: 2760251
26522 La Alameda #270, Mission Viejo, CA 92691
96
Wealthminder
score

Mark Foundos (CRD# 2760251) is an Investment Advisor Representative working at Everett Harris & Co in Mission Viejo, CA and has over 18 years of experience in the finance industry.

3
John C. Aprill
CRD#: 6138482
345 4th Street Nw, Hickory, NC 28601
90
Wealthminder
score

John Aprill (CRD# 6138482) is an Investment Advisor Representative working at Everett Harris & Co in Hickory, NC and has 1 year of experience in the finance industry.

4
Oliver N. Crary
CRD#: 4332965
888 West 6th Street, 10th Floor, Los Angeles, CA 90017
90
Wealthminder
score

Oliver Crary (CRD# 4332965) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has 1 year of experience in the finance industry.

5
Deborah C. Griffith
CRD#: 4555749
26522 La Alameda, #270, Mission Viejo, CA 92691
90
Wealthminder
score

Deborah Griffith (CRD# 4555749) is an Investment Advisor Representative working at Everett Harris & Co in Mission Viejo, CA and has 1 year of experience in the finance industry.

6
Angela B. Simmons
CRD#: 4555736
345 4th Street Nw, Hickory, NC 28601
90
Wealthminder
score

Angela Simmons (CRD# 4555736) is an Investment Advisor Representative working at Everett Harris & Co in Hickory, NC and has 1 year of experience in the finance industry.

7
Robert W. Speidel
CRD#: 4579697
6830 Elm Street, Suite 5, Mclean, VA 22102
90
Wealthminder
score

Robert Speidel (CRD# 4579697) is an Investment Advisor Representative working at Everett Harris & Co in Mclean, VA and has 1 year of experience in the finance industry.

8
James D. Ward
CRD#: 4332957
888 West 6th Street, 10th Floor, Los Angeles, CA 90017
90
Wealthminder
score

James Ward (CRD# 4332957) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has 1 year of experience in the finance industry.

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