AdvisorOS Directory
Claim Profile
Unclaimed Profile
JC

James Crompton

ANDREA EVERETT LLC·DANVILLE, California
SIE, Series 56, Series 99TOClean recordANDREA EVERETT LLC
390 DIABLO ROAD, DANVILLE, CA 94526CRD# 1816505Firm CRD# 163957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Crompton · DANVILLE, CA
Registration
CRD #1816505 · ANDREA EVERETT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 56
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ANDREA EVERETT LLC
CRD 163957 · SEC 801-76643
AUM
$26M
Regulatory assets under management
Services offered by ANDREA EVERETT LLC
Per Form ADV
Selection of other advisers
View all advisors at ANDREA EVERETT LLC →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DANVILLE?

Browse all registered financial advisors in DANVILLE, California or claim this profile if it's yours.

Browse DANVILLE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does James Crompton offer?
James Crompton specializes in Wealth Management. Contact their office in DANVILLE, California for a consultation.
What are James Crompton's credentials?
James Crompton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Crompton located?
James Crompton is based in DANVILLE, California, working with ANDREA EVERETT LLC. Their office serves clients in the DANVILLE metropolitan area and surrounding communities.
How does James Crompton charge for services?
James Crompton's firm is compensated through performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDREA EVERETT LLC?
ANDREA EVERETT LLC is a registered investment adviser with the SEC, managing $26M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ANDREA EVERETT LLC

Anthony Richard Hozian
DANVILLE, CA
Douglas Andrew Goldberg
DANVILLE, CA

More Advisors in DANVILLE, California

Robert Joseph Lucia
ANDREWS, LUCIA WEALTH MANAGEMENT LLC·DANVILLE, CA
John Leo Valentine
VALENTINE CAPITAL ASSET MANAGEMENT, INC.·DANVILLE, CA
Scott Mitchell Landress
SLRA, INC.·DANVILLE, CA
Michael Jerome Lickiss
PACIFIC WEALTH ADVISORY SERVICES LLC·DANVILLE, CA
William Kenneth Wee
HOMEWOOD CAPITAL MANAGEMENT, INC.·DANVILLE, CA
Brock Michael Mckinley
ENCOMPASS MORE ASSET MANAGEMENT LLC·DANVILLE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile