Ryan E. Mcphetridge

EVERKEY FINANCIAL LLC

KATY, TX 77494

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CRD#: 4573990

Professional summary

Ryan Eric Mcphetridge, AIF® is a registered financial advisor currently at EVERKEY FINANCIAL LLC located in Katy, Texas.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ryan has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

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.

(1) 12/12/2016: Enterprise Retirement Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/01/2017 - 160 Hours Per Month/130 Hours During Securities Trading. (2) 1/13/2021 - Zions Bancorp - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 1/13/2021 - 10 Hours Per Month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Eric Mcphetridge'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 29, 2023 - Present

EVERKEY FINANCIAL LLC

Office #1: 24285 Katy Fwy Ste 300-28, Katy, TX 77494

RIA

CRD#: 325189

KATY, TX

Past

August 8, 2016 - March 17, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

HOUSTON, TX

Past

July 8, 2016 - March 17, 2023

LPL FINANCIAL LLC

CRD#: 6413

HOUSTON, TX

Past

May 13, 2003 - August 3, 2010

AMEGY INVESTMENTS, INC.

CRD#: 120145

HOUSTON, TX

Past

September 20, 2002 - May 15, 2003

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

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

California
(9/13/2024)

IAR

Nevada
(4/3/2023)

IAR

Texas
(3/29/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/4/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/13/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/8/2016

General Securities Representative Examination

Current Firm

EVERKEY FINANCIAL LLC

EVERKEY FINANCIAL | EVERKEY FINANCIAL LLC

CRD#: 325189 / SEC#:

California

Registered Investment Advisory firm - (9/13/2024 Approved)

Nevada

Registered Investment Advisory firm - (3/24/2023 Approved)

Texas

Registered Investment Advisory firm - (3/28/2023 Approved)

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Contact information

Main Address

24285 Katy Fwy Ste 300-28, Katy, TX 77494

Mailing Address

Phone number

(713) 382-1880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 5,641,080

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Ryan E. Mcphetridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Eric Mcphetridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERKEY FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMEGY INVESTMENTS, INC.

FISERV INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2016

Series 63

Date: 11/13/2002

SIE

Date: 10/1/2018

Series 7

Date: 7/8/2016

Current Firm

EVERKEY FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERKEY FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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