Joel Everett is a registered investment advisor, based in Walnut Creek, CA, with 6 years of industry experience.
Location
Walnut Creek, CA
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Regulatory History (2)
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Judgment / Lien
February 2019Judgment / Lien
June 2016Other Business ActivitiesSells Insurance
Joel is involved in three outside business activities. He provides investment advisory services through Transcend, spends a few hours per week selling insurance solutions, and owns/instructs at GID Martial Arts.
Employment History
Current Registrations
Realta Equities, INC.
January 2025 - Present · 1 yr 3 mos
Realta Equities, INC.Broker
January 2025 - Present · 1 yr 3 mos
Transce3nd LLC
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Proxy Freedom
August 2023 - December 2024 · 1 yr 4 mos
United Planners' Financial Services of America a Limited Partner
January 2020 - November 2024 · 4 yrs 10 mos
United Planners' Financial Services of America a Limited PartnerBroker
October 2019 - November 2024 · 5 yrs 1 mo
State Registrations4 states
AZCAFLTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.