Jimmy AverittCRD Number: 4631730
Current Firm: Eagle Strategies LLC
Jimmy Averitt (CRD# 4631730) is an Investment Advisor Representative working at Eagle Strategies LLC in Irving, TX and has over 14 years of experience in the finance industry. Jimmy Averitt 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.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Hersman Serles Almond, Pllc||Kirkland, WA||Jul 2011 - Current||6|
|Eagle Strategies LLC||Dallas, TX||Jun 2011 - Current||6|
|Seidman Private Advisors, LLC||Dallas, TX||Jun 2011 - Current||6|
|Seidman Insurance Consultants, LLC||Kirkland, WA||Jun 2011 - Current||6|
|New York Life Insurance Company||Dallas, TX||May 2011 - Current||6|
|Nylife Securities LLC||Dallas, TX||May 2011 - Current||6|
|Bdo Usa LLP||Dallas, TX||Nov 2000 - Jun 2011||10|
|Seidman Private Securities, LLC||Kirkland, WA||Dec 2005 - Jun 2009||3|
|Seidman Private Advisors LLC||Kirkland, WA||Oct 2004 - Jun 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
Total Assets Under Management6,621MILLIONS
Total Number of Accounts35,268ACCOUNTS
Average Account Value$187,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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