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 31 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 19 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.