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DE

Debra K. Everly

Some features on this profile are disabled
CRD#: 1322816
DE

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Debra Kay Everly, who also goes by Debi Williams, was a registered financial professional .

Debra is a previously registered financial professional and started their career in finance in 1985. Debra had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Debi Williams

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 1, 2018 - January 26, 2023

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
PALM CITY, FL
Past

April 22, 2016 - October 31, 2018

RETIREONE INVESTMENT SERVICES, LLC

BD
CRD#: 269923
ASHBURN, VA
Past

June 9, 2009 - November 1, 2018

EDELMAN FINANCIAL SERVICES, LLC

RIA
CRD#: 113299
FAIRFAX, VA
Past

June 9, 2009 - April 22, 2016

SANDERS MORRIS LLC

BD
CRD#: 20580
FAIRFAX, VA
Past

June 18, 2008 - May 27, 2009

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
HERNDON, VA
Past

June 18, 2008 - May 27, 2009

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
HERNDON, VA
Past

May 29, 2007 - June 27, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
LEESBURG, VA
Past

May 29, 2007 - June 27, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
LEESBURG, VA
Past

June 7, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
LEESBURG, VA
Past

June 7, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LEESBURG, VA
Past

May 12, 2005 - April 26, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
LEESBURG, VA
Past

April 29, 2005 - April 26, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LEESBURG, VA
Past

May 23, 2002 - April 29, 2005

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
HERNDON, VA
Past

December 12, 2000 - April 29, 2005

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

May 9, 1988 - July 22, 1988

ALLIED CAPITAL GROUP, INC.

BD
CRD#: 13146
Past

March 23, 1988 - May 13, 1988

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
Past

March 14, 1985 - November 13, 1985

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EF
EDELMAN FINANCIAL ENGINES
EDELMAN FINANCIAL ENGINES | FINANCIAL ENGINES ADVISORS LLC | FINANCIAL ENGINES ADVISORS L.L.C.

CRD#: 104510 / SEC#: 801-55196

RIA
Registered Investment Advisory firm - (1/14/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/11/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/13/1985
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EF
EDELMAN FINANCIAL ENGINES
EDELMAN FINANCIAL ENGINES | FINANCIAL ENGINES ADVISORS LLC | FINANCIAL ENGINES ADVISORS L.L.C.

CRD#: 104510 / SEC#: 801-55196

RIA
Registered Investment Advisory firm - (1/14/1998 Approved)
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Contact information

Main Address
3945 Freedom Circle, Santa Clara, CA 95054
Mailing Address
Phone number
(800) 601-5957
Established
Firm type
Fiscal year end
# of Employees
1,616

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EFE_ADV_PART_2A_03.31.2025 (3/31/2025)
EFE_WRAP_FEE_BROCHURE_03.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,552,934
AUM (Assets Under Management)$ 292,902,969,770

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EDELMAN FINANCIAL ENGINES

CRD#: 104510

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