Advisor Alert: Our Attorneys Are Investigating Brett Wilson Everhart For Investment Fraud

Did You Lose Money Because of Brett Everhart?

Filed: January 24, 2024

Brett Everhart has been the subject of two (2) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Brett Wilson Everhart.

Who Is Brett Wilson Everhart of Raymond James Financial Services Advisors, Inc.?

  • Advisor Name: Brett Wilson Everhart
  • Aliases: Brett Everhart
  • CRD: 1036050
  • Location: San Diego, California
  • Current Employer: Raymond James Financial Services Advisors, Inc.
  • Previous Firms: Addison Avenue Financial Partners, LLC and Essex National Securities, Inc.
  • Number of Known Customer Complaints: 2
  • Can Brett Everhart Be Sued: Yes, in Private Arbitration
  • Can Brett Everhart’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $26,467.40
  • Highest Settlement: Unknown

If you have suffered investment losses by Brett Everhart, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Brett Everhart For Broker Misconduct

As of this publication date, Brett Everhart has been the subject of 2 customer disputes. Let’s review them below.

In May 2019, a complaint was filed against or in reference to Brett Everhart by a customer of Raymond James Financial Services Advisors, Inc. alleging that terms of joint income rider were misrepresented after the point of sale. Per the customer, he/she lost over $26,467.40 because of Mr. Everhart’s actions.

In April 2017, a complaint was filed against or in reference to Brett Everhart by a customer of Raymond James Financial Services Advisors, Inc. alleging that the sale of an equity position was unauthorized. Per the customer, he/she lost over $9,486.05 because of Mr. Everhart’s actions.

How To File A Claim Against Brett Everhart of Raymond James Financial Services Advisors, Inc. (previously with Addison Avenue Financial Partners, LLC and Essex National Securities, Inc.) To Get Your Money Back

If you have questions about Brett Everhart, Raymond James Financial Services Advisors, Inc., Addison Avenue Financial Partners, LLC, Essex National Securities, Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.