Owen Ray North
Investment adviser representative at Everhart Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Everhart AdvisorsApr 2026 to now
- Everhart AdvisorsJun 2023 to Mar 2026
- Hefren-tillotson, IncMay 2022 to Aug 2022
- AmazonNov 2020 to Jan 2021
- Avonworth High School & Grove City CollegeApr 2016 to May 2023
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Everhart Advisors
Legal name: Everhart Financial Group Inc
$2.5BAssets managed
2,912Clients
36Advisers
30 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
- 8255150
- Firm CRD
- 107091