Freddie T. Everett
Professional summary
Freddie Thomas Everett Jr, who also goes by Fred T Everett Jr, Freddie Thomas Everett, is a registered financial advisor currently at THOMAS EVERETT INVESTMENTS, LLC located in Columbus, Ohio.
Freddie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Freddie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Freddie Thomas Everett Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 22, 2022 - Present
THOMAS EVERETT INVESTMENTS, LLC
October 15, 2019 - December 15, 2021
HARDIMAN INVESTMENT MANAGEMENT, INC.
July 10, 2017 - October 1, 2019
EDWARD JONES
June 19, 2017 - October 1, 2019
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2022)
Exams
Current Firm
THOMAS EVERETT INVESTMENTS, LLC
CRD#: 318950 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 92 |
| AUM (Assets Under Management) | $ 4,143,949 |
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.
