Robert Roy Everitt

Current Employers

Employment History

• 10/2010 → Present
  Lpl Financial Llc
  Center Valley, PA
• 07/2011 → Present
  Private Advisor Group, Llc
  Morristown, NJ
• 09/2010 → Present
  Capital Planning Services Corp
  Center Valley, PA

Other Businesses

1. 10/14/2010: DBA ONLY - CAPITAL PLANNING - CENTER VALLEY, PA. 2. 1/26/2011: DBA ONLY - CAPITAL PLANNING WEALTH MANAGEMENT - CENTER VALLEY, PA. 3. 9/25/2012: REGISTERED INVESTMENT ADVISOR - PRIVATE ADVISOR GROUP - (HYBRID) ADMINISTRATIVE BACK OFFICE SUPPORT; NON-PRODUCER. - TIME SPENT 90% - CENTER VALLEY, PA 4. 04/30/2014 - PRIVATE ADVISOR GROUP, LLC -REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) CAPITAL PLANNING WEALTH MANAGEMENT - PROVIDE DETAILED RECOMMENDATIONS/INVESTMENT ADVICE, CHARGING EITHER FIXED OR HOURLY FEES. - TIME SPENT 100% - CENTER VALLEY, PA 5. 12/15/2021 - Capital Planning Services Corp. - DBA: Capital Planning Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/01/2010 - 170 Hours Per Month During Securities Trading - Time Spent 100% - I provide Financial Planning and Consulting services thru Capital Planning Services Corp. an independent investment advisory firm. I started this activity in 09/2010. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 6. 03/07/2022 - One Resource Group - Investment Related - 13548 Zubrick Rd Roanoke, IN 46783 - Non-Variable Insurance - Financial Advisor - Start Date - 03/03/2022 - 10 Hours Per Month/10 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-17

Designations

Other Names

• Robert Roy Everitt
• Robert Roy Everitt