Ameriprise Financial Services
40yrs
Top advisor by experience in Hampton
29yrs
Patrick Everett
Full name on record: Patrick Anthony Everett
Financial advisor at Ameriprise Financial Services
Patrick Everett is a fiduciary financial advisor in Hampton, Virginia, with 29 years in the industry. Patrick joined Ameriprise Financial Services in 1998, a firm offering financial planning, investment management, and retirement plan consulting. Ameriprise Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Hampton, and one of 18 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 16% by experience in Hampton
Office3814 Kecoughtan Rd Suite 100, Hampton, VA 23669
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1998 – nowAmeriprise Financial Services, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Patrick’s local office at (757) 951-0145 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Patrick Everett.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1998, about 29 years. Top 16% by experience in Hampton.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
39yrs
Top 5% by experience in Virginia
Osaic Wealth
28yrs
Top 20% by experience nationwide
Osaic Wealth
27yrs
Top 23% by experience nationwide
State Farm Investment Management
18yrs
More experience than 68% of advisors in Hampton
Mutual Advisors
17yrs
More experience than 63% of advisors in Hampton