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
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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
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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