Richard Bradley Everett

Employer firm

Key Financial, Inc. CRD 116240

$2.84B regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → Present
  Key Financial, Inc
  West Chester, PA
• 10/2007 → Present
  Royal Alliance Associates
  West Chester, PA

Other Businesses

1. KEY FINANCIAL, INC POSITION: Chief Investment Officer NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2006 ADDRESS: 1045 Andrew Drive Suite A, West Chester PA 19380, United States DESCRIPTION: Assist Patricia Brennan with Portfolio Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-04
• S63 Uniform Securities Agent State Law Examination
  2008-01-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst