David C. Ellis
EVERPAR ADVISORS LLC | First Vice President–Wealth Management
Tulsa, OK 74136
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CRD#: 4563762
Professional summary
David Charles Ellis, who also goes by David C Ellis, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 2 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David C Ellis
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.
NEHI Research Foundation / 9521 B Riverside Pkwy Box # 369 Tulsa,OK 74137 / Foundation/ Health Care & Pharmaceuticals / As a member of the board I will attend meetings and help develop strategy for the foundation. / Member of Board of directors / / As a member of the board I will attend meetings and help develop strategy for the foundation. / Start Date 1/1/2019 / Monte Cassino School / 2206 S Lewis Ave, Tulsa, OK 74114 / Educational Establishment / I have been asked to join the finance committee to start my path to becoming a board member. / The committee will look at financial topics for the board including budget, teacher salaries, tuition, etc. / Start Date 12/14/2020 Insurance Agent / Not investment-related / 2431 East 61st Street, Suite 825 Tulsa, OK, 74136 / Insurance Sales / Implementation of insurance recommendations.
CRS (Client Relationship Summary) - RIA
Click below to view David Charles Ellis'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
September 1, 2023 - Present
EVERPAR ADVISORS LLC
Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136RIA
CRD#: 326468
Tulsa, OK
Past
October 16, 2002 - September 12, 2023
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
TULSA, OK
Past
September 24, 2002 - September 12, 2023
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
TULSA, OK
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".
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
RIA
Registered Investment Advisory firm - (8/31/2023 Approved)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
Oklahoma(9/1/2023)
IAR
Texas(9/1/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
RIA
Registered Investment Advisory firm - (8/31/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2431 E. 61st Street Suite 825, Tulsa, OK 74136
Mailing Address
Phone number
(918) 221-9290
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 816 |
| AUM (Assets Under Management) | $ 488,511,578 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVERPAR ADVISORS LLC
First Vice President–Wealth ManagementCRD#: 326468Tulsa, OK 74136TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
