Unclaimed Profile

Richard Scott Everhart

EVERHART FINANCIAL GROUP INC·DUBLIN, Ohio

SIE, Series 6, Series 7, Series 26, Series 63CFP29 years registeredEVERHART FINANCIAL GROUP INC

535 METRO PLACE SOUTH, DUBLIN, OH 43017CRD# 2165784Firm CRD# 107091

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Scott Everhart · DUBLIN, OH

Registration

CRD #2165784 · EVERHART FINANCIAL GROUP INC · 29 years registered

Brand Profile

Not yet started

Career History

EVERHART ADVISORS

Jan 1997 – present

EFG, INC.

Jan 1997 – Dec 2004

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Registration record

First registered · January 14, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EVERHART FINANCIAL GROUP INC

CRD 107091 · SEC 801-50786

AUM

$1.4B

Regulatory assets under management

Employees

4,645 client accounts

Services offered by EVERHART FINANCIAL GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EVERHART FINANCIAL GROUP INC →

Introduction

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Frequently Asked Questions

What services does Richard Scott Everhart offer?

Richard Scott Everhart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.

What are Richard Scott Everhart's credentials?

Richard Scott Everhart holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Scott Everhart located?

Richard Scott Everhart is based in DUBLIN, Ohio, working with EVERHART FINANCIAL GROUP INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.

How does Richard Scott Everhart charge for services?

Richard Scott Everhart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERHART FINANCIAL GROUP INC?

EVERHART FINANCIAL GROUP INC has approximately 47 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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