Theresa M. Everett
Professional summary
Theresa Mclemore Everett, who also goes by Theresa Lynn Mclemore, is a registered financial professional currently at ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in Ketchum, Idaho.
Theresa is registered as a RR (Registered Representative) and started their career in finance in 1987. Theresa has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Theresa Mclemore Everett's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 15, 2021 - Present
ROBERTSON STEPHENS CAPITAL MARKETS, LLC
Office #1: 675 Sun Valley Road Suite G, Ketchum, ID 83340August 22, 2008 - July 9, 2021
NATIONAL FINANCIAL SERVICES LLC
August 20, 2004 - July 16, 2008
FIDELITY BROKERAGE SERVICES LLC
August 25, 1987 - January 29, 1992
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
FINRA
Current Firm
ROBERTSON STEPHENS CAPITAL MARKETS, LLC
CRD#: 290635 / SEC#: , 8-70034
Contact information
FINRA licenses (8 States and Territories)
Red Flags
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