| Advisor Profile |
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Business Description |
The core philosophy of Everest Financial Services is to preserve the assets that clients have spent years accumulating through investments that provide the potential for upside growth while limiting the downside.
A strong advocate of objectivity in client advice, Everest Financial Services uses an independent broker-dealer who does not market their own products, thus eliminating conflict of interest. The firm offers unparalleled service levels, creating customized portfolios with special attention to estate and tax planning issues while preserving the assets the client has accumulated.
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General Information |
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| Years of Experience in Financial Services: |
11
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 65
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Philip Rousseaux |
Frequently Asked Questions |
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