LPL Financial
45yrs
Top advisor by experience in Lancaster
12yrs
Based in Lancaster, Pennsylvania, Timothy Everett is a fiduciary financial advisor with 12 years of industry experience. Timothy joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 56% of advisors at Edward Jones
Office105b Duncan Street, Lancaster, PA 17602
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2015 – nowEdward JonesCurrent firm
Contact Timothy
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Timothy. 105b Duncan StreetLancaster, PA 17602Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Timothy
Tailored to Timothy’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 Timothy
How do I contact Timothy?
Call Edward Jones at (314) 515-2000 and ask for Timothy Everett. Timothy works from the Lancaster, PA office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2014, about 12 years. More experience than 56% of advisors at Edward Jones.
What licenses does Timothy hold?
Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Timothy 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
Merrill
45yrs
Top 1% by experience in Lancaster
Geneos Wealth Management
44yrs
Top 1% by experience in Lancaster
Kingsview Wealth Management
44yrs
Top advisor by experience at Kingsview Wealth Management
Security Capital Management
44yrs
Top 1% by experience in Lancaster
Hornor, Townsend & Kent
44yrs
Top 1% by experience in Lancaster