JE
Jeffrey B. Everett
GENERATIONAL WEALTH ADVISORS
Richardson, TX 75080
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CRD#: 4443268
JE
Professional summary
Jeffrey Brent Everett is a registered financial advisor currently at GENERATIONAL WEALTH ADVISORS located in Richardson, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 2 firms and has passed the Series 7 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
TALIS FINANCIAL SERVICES, LLC INVESTMENT-RELATED 3400 N. Central Expy, Suite 100 Richardson, TX 75080 MEMBER OF LLC - compensation only as managing member (distributions) JANUARY 1, 2012 NONE - NONE DURING SECURITIES TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Brent Everett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2005 - Present
GENERATIONAL WEALTH ADVISORS
Office #1: 3400 North Central Expressway Suite 100, Richardson, TX 75080RIA
CRD#: 135145
Richardson, TX
Past
September 28, 1999 - December 31, 2005
PROFISYS, LLC
RIA
CRD#: 114256
PLANO, TX
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".
GW
GENERATIONAL WEALTH ADVISORS
GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC
CRD#: 135145 / SEC#: 801-67609
RIA
Registered Investment Advisory firm - (3/2/2007 Approved)California
Registered Investment Advisory firm - (3/5/2007 Terminated)Louisiana
Registered Investment Advisory firm - (3/8/2007 Terminated)Texas
Registered Investment Advisory firm - (3/8/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(6/2/2005)
Exams
General Industry/Product Exam
Current Firm
GW
GENERATIONAL WEALTH ADVISORS
GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC
CRD#: 135145 / SEC#: 801-67609
RIA
Registered Investment Advisory firm - (3/2/2007 Approved)California
Registered Investment Advisory firm - (3/5/2007 Terminated)Louisiana
Registered Investment Advisory firm - (3/8/2007 Terminated)Texas
Registered Investment Advisory firm - (3/8/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3400 North Central Expressway Suite 100, Richardson, TX 75080
Mailing Address
Phone number
(972) 378-1795
Established
Firm type
Fiscal year end
# of Employees
55
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 576 |
| AUM (Assets Under Management) | $ 392,535,549 |
Red Flags
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Company Information
GENERATIONAL WEALTH ADVISORS
CRD#: 135145Richardson, TX 75080TRUST BUT VERIFY
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