LPL Financial
46yrs
Richard Paul Lebel Jr
Financial advisor
1640 Powers Ferry Rd Building 200 Suite 200b
Marietta, GA 30067
Marietta, GA 30067
Top advisor by experience in Marietta
25yrs
Katrina Everett
Financial advisor at Wells Fargo Advisors
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office351 Washington Ave 110 [Satellite], Marietta, GA 30060
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2009 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2009Banc of America Investment Services, Inc.Previously
Questions to ask Katrina
Tailored to Katrina’s registration and firm.
- 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 Katrina
How do I contact Katrina?
Call Wells Fargo Advisors at 314-875-3000 and ask for Katrina Everett. Katrina works from the Marietta, GA office.
How long has Katrina been a financial advisor?
Katrina has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Katrina hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Katrina a fiduciary?
Katrina is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katrina paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Katrina for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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