Everett Harris & Co

Everett Harris & Co (CRD# 106830) is a financial advisory firm headquartered in Los Angeles, CA. They manage $10,042,024,708 in 1,784 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,042
    MILLION
  • Total Number of Accounts
    1,784
    ACCOUNTS
  • Average Account Value
    $5,628,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MA, NC, NH, NJ, NV, NY, OR, TX, UT, WA

Financial Advisors at Everett Harris & Co
Showing 1 - 10 of 10 top financial advisors.
1
John C. Aprill
CRD#: 6138482
307 W. Tremont Avenue, Suite 200, Charlotte, NC 28203

John Aprill (CRD# 6138482) is an Investment Advisor Representative working at Everett Harris & Co in Charlotte, NC and has 1 year of experience in the finance industry.

2
David A. Clark
CRD#: 1122916
801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017

David Clark (CRD# 1122916) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has over 37 years of experience in the finance industry.

3
Oliver N. Crary
CRD#: 4332965
27285 Las Ramblas, Suite 110, Mission Viejo, CA 92691

Oliver Crary (CRD# 4332965) is an Investment Advisor Representative working at Everett Harris & Co in Mission Viejo, CA and has 1 year of experience in the finance industry.

4
Mark A. Foundos
CRD#: 2760251
27285 Las Ramblas, Suite 110, Mission Viejo, CA 92691

Mark Foundos (CRD# 2760251) is an Investment Advisor Representative working at Everett Harris & Co in Mission Viejo, CA and has over 25 years of experience in the finance industry.

5
Deborah C. Griffith
CRD#: 4555749
27285 Las Ramblas, Suite 110, Mission Viejo, CA 92691

Deborah Griffith (CRD# 4555749) is an Investment Advisor Representative working at Everett Harris & Co in Mission Viejo, CA and has 1 year of experience in the finance industry.

6
Robert W. Speidel
CRD#: 4579697
6830 Elm Street, Suite 5, Mclean, VA 22102

Robert Speidel (CRD# 4579697) is an Investment Advisor Representative working at Everett Harris & Co in Mclean, VA and has 1 year of experience in the finance industry.

7
James D. Ward
CRD#: 4332957
801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017

James Ward (CRD# 4332957) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has 1 year of experience in the finance industry.

8
Monica L. Baier
CRD#: 7260419
801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017

Monica Baier (CRD# 7260419) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has 1 year of experience in the finance industry.

9
Elizabeth R. Margalis
CRD#: 5235805
801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017

Elizabeth Margalis (CRD# 5235805) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has 1 year of experience in the finance industry.

10
Kwang H. No
CRD#: 7260425
801 South Figueroa Street, Suite 2050, Los Angeles, CA 90017

Kwang No (CRD# 7260425) is an Investment Advisor Representative working at Everett Harris & Co in Los Angeles, CA and has 1 year of experience in the finance industry.

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