Everpar Advisors LLC
Everpar Advisors LLC (CRD# 326468) is a financial advisory firm headquartered in Tulsa, OK. They manage $405,983,921 in 731 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management406MILLION
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Total Number of Accounts731ACCOUNTS
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Average Account Value$555,382
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, LA, MO, NM, OK, TX
Financial Advisors at Everpar Advisors LLC
1
David Ellis (CRD# 4563762) is an Investment Advisor Representative working at Everpar Advisors LLC in Tulsa, OK and has over 21 years of experience in the finance industry.
2
Courtney Hoffman (CRD# 6898099) is an Investment Advisor Representative working at Everpar Advisors LLC in Tulsa, OK and has over 6 years of experience in the finance industry.
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