IE
Ian C. Eversull
KESTRA ADVISORY SERVICES
Frederick, MD 21701
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CRD#: 6962874
IE
Professional summary
Ian Connor Eversull, who also goes by Ian Eversull, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Frederick, Maryland and KESTRA INVESTMENT SERVICES, LLC located in Frederick, Maryland.
Ian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Ian has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ian Eversull
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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Management Advisor Start Date: 4/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Service existing clients Source and solicit to potential clientsBusiness Name: RS Will Wealth Management Investment Related: Yes Address: 154 A N. Market Street Frederick MD 21704 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name Position, Title or Relationship: Wealth Management Advisor Start Date: 4/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: - Source and solicit to potential clients - Service existing clients through investment management and comprehensive financial planning
CRS (Client Relationship Summary) - RIA
Click below to view Ian Connor Eversull'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
April 13, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 154a North Market Street, Frederick, MD 21701RIA
CRD#: 283330
Frederick, MD
Current
April 13, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 154 N. Market Street Ste. 154a, Frederick, MD 21701BD
CRD#: 42046
Frederick, MD
Past
October 31, 2019 - April 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NORTH BETHESDA, MD
Past
August 30, 2019 - April 13, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NORTH BETHESDA, MD
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/13/2021)
RR
Arkansas(1/8/2025)
RR
California(4/13/2021)
RR
Colorado(1/8/2025)
RR
Connecticut(4/13/2021)
RR
Delaware(4/13/2021)
RR
District of Columbia(4/13/2021)
RR
Florida(4/13/2021)
RR
Georgia(1/8/2025)
RR
Idaho(1/8/2025)
RR
Illinois(4/13/2021)
RR
Indiana(1/8/2025)
RR
Kentucky(1/8/2025)
RR
Louisiana(1/8/2025)
RR
Maine(1/8/2025)
RR
Maryland(4/13/2021)
IAR
Maryland(4/13/2021)
RR
Massachusetts(1/8/2025)
RR
Michigan(1/8/2025)
RR
Minnesota(1/8/2025)
RR
Mississippi(1/8/2025)
RR
Montana(1/8/2025)
RR
Nebraska(1/8/2025)
RR
New Hampshire(1/8/2025)
RR
New Jersey(4/13/2021)
RR
New Mexico(1/8/2025)
RR
New York(4/13/2021)
RR
North Carolina(4/15/2021)
RR
North Dakota(1/8/2025)
RR
Ohio(1/8/2025)
RR
Oklahoma(1/22/2025)
RR
Oregon(1/14/2025)
RR
Pennsylvania(4/13/2021)
RR
Rhode Island(1/8/2025)
RR
South Carolina(4/13/2021)
RR
Tennessee(1/8/2025)
RR
Texas(4/13/2021)
IAR
Texas(1/8/2025)
RR
Utah(1/8/2025)
RR
Vermont(1/8/2025)
RR
Virginia(4/13/2021)
RR
Washington(1/8/2025)
RR
West Virginia(4/13/2021)
RR
Wisconsin(1/8/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
