RBC Capital Markets
47yrs
Top 1% by experience in Omaha
12yrs
Based in Omaha, Nebraska, David Everson is a fiduciary financial advisor with 12 years of industry experience. David joined Raymond James & Associates in 2021, after six years at Edward Jones. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office13120 Pierce Street Suite 200, Omaha, NE 68144
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
- 2014 – 2021Edward JonesPreviously
Contact David
Local office(402) 800-1356Ask for David. (727) 567-1000Main office · St. Petersburg, FL 13120 Pierce Street Suite 200Omaha, NE 68144Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask David
Tailored to David’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
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About David
How do I contact David?
Call David’s local office at (402) 800-1356 or the Raymond James & Associates main office at (727) 567-1000, and ask for David Everson.
How long has David been a financial advisor?
David has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David 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.
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