RBC Capital Markets
46yrs
Top 1% by experience in Boise
24yrs
Michael Cory Everett
Financial advisor at LPL Financial
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 72% of advisors in Idaho
Office250 Bobwhite Ct, Suite 330, Boise, ID 83706
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational 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.
Uniform Combined State Law Examination
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2009 – 2018Invest Financial CorporationPreviously
- 2005 – 2009D.a. Davidson & Co.Previously
- 2002 – 2005Morgan Stanley DW Inc.Previously
Questions to ask Michael
Tailored to Michael’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?
- 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 Michael
How do I contact Michael?
Call LPL Financial at 704-733-3300 and ask for Michael Cory Everett. Michael works from the Boise, ID office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2002, about 24 years. More experience than 72% of advisors in Idaho.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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