Brian Everett: $114K Complaint Against Everett Financial Group Advisor

Dallas financial advisor Brian Everett (CRD# 1250585) allegedly provided investment advice that resulted in six-figure losses, according to a recent investor complaint. Records maintained by the Financial Industry Regulatory Authority indicate that he is a broker and an investment advisor with Cetera Advisors and Cetera Investment Advisers, doing business as Everett Financial Group.

Mr. Everett’s Financial Group discloses one investor complaint. Filed in December 2022, it alleges that as a representative of First Allied Securities, he recommended unsuitable investments in a real estate product. The pending complaint alleges damages of $114,000.

An earlier investor complaint, filed in 2003, alleged that as a representative of Linsco/Private Ledger Corporation, he liquidated mutual funds and moved the customer into money market positions without authorization. The complaint alleged unspecified damages and was closed in 2010 with no action taken.

According to the Financial Industry Regulatory Authority, Brian Everett holds 38 years of securities industry experience. Based in Dallas, Texas, he has been a broker with Cetera Advisors since 2022 and an investment advisor with Cetera Investment Advisers since 2020, doing business as Everett Financial Group. His registration history includes First Allied Securities (Dallas, Texas; 2011-2022), LPL Financial (Dallas, Texas; 1999-2011), SunAmerica Securities (Phoenix, Arizona; 1991-1999), and Waddell & Reed (Overland Park, Kansas; 1984-1991). His credentials include the passage of nine securities industry qualifying exams: the General Securities Principal Examination, or Series 24; the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the Direct Participation Programs Representative Examination, or Series 22; the Corporate Securities Limited Representative Examination, or Series 62; the Municipal Securities Representative Examination, or Series 52; the Securities Industry Essentials Examination, or SIE; the Operations Professional Examination, or Series 99TO; the Uniform Securities Agent State Law Examination, or Series 63; the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maryland, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. (Information current as of February 22, 2023.)

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