Unclaimed Profile

Jeffrey Brent Everett

TALIS ADVISORY SERVICES, LLC·RICHARDSON, Texas

Series 7Clean record26 years registeredTALIS ADVISORY SERVICES, LLC

3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 4443268Firm CRD# 135145

Profile Verification

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

Identity

Jeffrey Brent Everett · RICHARDSON, TX

Registration

CRD #4443268 · TALIS ADVISORY SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

GENERATIONAL WEALTH ADVISORS

Jun 2005 – present

PROFISYS, LLC

Sep 1999 – Dec 2005

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · September 28, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TALIS ADVISORY SERVICES, LLC

CRD 135145 · SEC 801-67609

AUM

$366M

Regulatory assets under management

Employees

564 client accounts

Services offered by TALIS ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing 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 TALIS ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Brent Everett offer?

Jeffrey Brent Everett specializes in Financial Planning, Investment Management. Contact their office in RICHARDSON, Texas for a consultation.

What are Jeffrey Brent Everett's credentials?

Jeffrey Brent Everett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Brent Everett located?

Jeffrey Brent Everett is based in RICHARDSON, Texas, working with TALIS ADVISORY SERVICES, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.

How does Jeffrey Brent Everett charge for services?

Jeffrey Brent Everett'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 TALIS ADVISORY SERVICES, LLC?

TALIS ADVISORY SERVICES, LLC has approximately 50 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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