Best Investors Account Sign in
Inactive

Richard A. Everett

LPl Financial LLC

Wichita, KS

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-10
KS RA APPROVED 2025-05-09
  • TX RA
    APPROVED_RES
    Since 2025-05-10
  • KS RA
    APPROVED
    Since 2025-05-09

Branch Locations

2191 North Rock Rd, Wichita, KS 67206 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steckline Communications Wichita KS 08/2010 10/2021
Market Advisory Group Wichita KS 11/2021 Present
Foundations Investment Advisors, Llc Wichita KS 12/2022 Present
Lpl Financial Llc Wichita KS 05/2025 Present
Heartland Credit Union Wichita KS 03/2025 Present
  • 08/2010 → 10/2021
    Steckline Communications
    Wichita, KS
  • 11/2021 → Present
    Market Advisory Group
    Wichita, KS
  • 12/2022 → Present
    Wichita, KS
  • 05/2025 → Present
    Wichita, KS
  • 03/2025 → Present
    Heartland Credit Union
    Wichita, KS
Previous Registrations
Other Businesses

1. 04/2025 - Heartland Wealth Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-13
  • S65 Uniform Investment Adviser Law Examination
    2022-12-13
Other Names
  • Rick Everett

View on SEC IAPD

More in Wichita, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor