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Cliff R. Ricketts

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CRD#: 7302256
CR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cliff Richardo Ricketts was a registered financial professional .

Cliff is a previously registered financial professional and started their career in finance in 2020. Cliff had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Mr. Ricketts is a Captain for the City of Miramar. Mr. Ricketts is also CFO and manager at Gladstone & Associates, LLC where he oversees finances for businesses. These outside business activities do not present any conflicts of interest. Cliff Ricketts is Vice-President of the Professional Firefighters of Miramar Local 2820 Union, a firefighter labor organization. Mr. Ricketts' duties as the Vice-President of Professional Firefighters of Miramar Local 2820 Union do not create a conflict of interest to his provision of advisory services through Everest Financial Advisors, LLC. Mr. Ricketts allocates approximately 40% of his professional time to the aforementioned activities.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 10, 2020 - December 18, 2024

EVEREST FINANCIAL ADVISORS, LLC

RIA
CRD#: 152866
COOPER CITY, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2020
Uniform Investment Adviser Law Examination

Current Firm

EVEREST FINANCIAL ADVISORS, LLC
EVEREST FINANCIAL ADVISORS, LLC
EVEREST FINANCIAL ADVISORS | EVEREST FINANCIAL ADVISORS, LLC

CRD#: 152866 / SEC#:

Florida
Registered Investment Advisory firm - (5/18/2010 Approved)
Georgia
Registered Investment Advisory firm - (8/19/2024 Approved)
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Contact information

Main Address
9720 Stirling Road #107, Cooper City, FL 33024
Mailing Address
Phone number
(954) 233-1960
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts406
AUM (Assets Under Management)$ 44,481,856

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.

Company Information

EVEREST FINANCIAL ADVISORS, LLC

EVEREST FINANCIAL ADVISORS, LLC

CRD#: 152866

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