Michael James Lundon
Investment adviser representative at Evertern Wealth, LLC
27 yearsExperience
2 statesRegistered in
$1.6BFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2026 to now
- Evertern Wealth, LLCApr 2026 to now
- UBS Financial Services Inc.Aug 1999 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Evertern Wealth, LLC
$1.6BAssets managed
233Clients
5Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2988875
- Firm CRD
- 340830