David Charles Ellis
Investment adviser representative at Everpar Advisors LLC
24 yearsExperience
2 statesRegistered in
$587.8MFirm assets
3 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Everpar Advisors LLCSep 2023 to now
- UBS Financial Services Inc.Jul 2002 to Sep 2023
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Everpar Advisors LLC
$587.8MAssets managed
250Clients
10Advisers
3 yearsIn 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
- 4563762
- Firm CRD
- 326468