Ian Connor Eversull
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 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 assetsHourlyFixed 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
13 years in the industry.
- Kestra Advisory Services, LLCApr 2021 to now
- Kestra Investment Services, LLCApr 2021 to now
- Bank of America, N. A.Aug 2019 to Apr 2021
- Whiskey Creek Golf ClubMar 2019 to Jun 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Apr 2021
- RBC Wealth ManagementMay 2018 to Aug 2018
- Woodmont GrillMar 2018 to Aug 2018
- Mass MutualJul 2017 to Aug 2017
- Hood CollegeAug 2015 to Jun 2019
- Pb Dye Golf ClubJul 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6962874
- Firm CRD
- 283330