Brian Neal Everett

Employer firm

Lifestyle Asset Management, Inc. CRD 157450

$571M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/1999 → Present
  Linsco/Private Ledger Corp.
  Richardson, TX
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 07/2011 → 09/2022
  First Allied Securities Inc.
  San Diego, CA
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Dallas, TX
• 09/2022 → Present
  Cetera Investment Advisers Llc
  Dallas, TX
• 01/1970 → Present
  Everett Financial Group
  Dallas, TX
• 04/2024 → Present
  Lifestyle Asset Management, Inc.
  Friendswood, TX

Previous Registrations

• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Dallas, TX
• 2011-07-29 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Dallas, TX
• 1999-04-29 → 2011-08-16
  Lpl Financial Llc
  Dallas, TX

Other Businesses

1.) EVERETT FINANCIAL GROUP; DBA CORPORATION; INSURANCE (FIXED/LIFE/HEALTH/P&C); AGENT; START: 01/09/2017; 20 HOURS PER MONTH. 2.) PARENTS LIVING TRUST; FIDUCIARY POSITION (TRUSTEE,POA,EXECUTOR,ETC.); SUCESSOR TRUSTEE; START DATE: 07/17/2012; 4 HOURS PER MONTH. 3.) EVERETT FINANCIAL GROUP; ESTATE/FINANCIAL PLANNING; CFP; START DATE: 160 HOURS PER MONTH. 4.) I am a trustee of my mom's living trust. Also, perform financial planning consulting and fixed insurance. 5.) NAME OF OTHER BUSINESS: EVERETT FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: 17950 Preston Road Suite 770 Dallas, TX 75252;NATURE OF BUSINESS:FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP:FINANCIAL PROFESSIONAL;APX NUMBER OF HOURS PER WEEK :40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES:DBA FOR FINANCIAL SERVICES. 6.) DBA Everett Financial Group for previous RIA business. 7.) NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT INC. - CRD# 157450 ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 05/2024 ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 8.) NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT INC; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 05/2024 ; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-07
• S63 Uniform Securities Agent State Law Examination
  1984-05-01

Designations

• Certified Financial Planner