Devon K. Everhart
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.
Devon K Everhart, who also goes by Devon Keir Everhart, was a registered financial professional .
Devon is a previously registered financial professional and started their career in finance in 1998. Devon had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 17, 2014 - May 22, 2017
HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC.
May 8, 2002 - January 17, 2013
DELAWARE DISTRIBUTORS, L.P.
August 8, 2000 - February 11, 2002
CONSECO EQUITY SALES, INC.
December 14, 1998 - July 15, 1999
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC.
CRD#: 101640 / SEC#: , 8-52105
Contact information
Documents
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.
