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Francis Orchard Trotter

EVERBANK WEALTH MANAGEMENT, INC.·JACKSONVILLE, Florida
Series 4, Series 7, Series 15, Series 24, Series 53, Series 63EVERBANK WEALTH MANAGEMENT, INC.
501 RIVERSIDE AVE., JACKSONVILLE, FL 32202CRD# 1454424Firm CRD# 154237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francis Orchard Trotter · JACKSONVILLE, FL
Registration
CRD #1454424 · EVERBANK WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 15
Series 24
Series 53
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
EVERBANK WEALTH MANAGEMENT, INC.
CRD 154237 · SEC 801-71589
AUM
$118M
Regulatory assets under management
Employees
18
193 client accounts
Services offered by EVERBANK WEALTH MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EVERBANK WEALTH MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Francis Orchard Trotter offer?
Francis Orchard Trotter specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Francis Orchard Trotter's credentials?
Francis Orchard Trotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francis Orchard Trotter located?
Francis Orchard Trotter is based in JACKSONVILLE, Florida, working with EVERBANK WEALTH MANAGEMENT, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Francis Orchard Trotter charge for services?
Francis Orchard Trotter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERBANK WEALTH MANAGEMENT, INC.?
EVERBANK WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERBANK WEALTH MANAGEMENT, INC.

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David Lawrence Conover
JACKSONVILLE, FL
Tina Denise Carroll
JACKSONVILLE, FL
Christine D Haedike
JACKSONVILLE, FL

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