Brent Everett

Partner, Chief Investment Officer at Talis Advisory Services Llc

Brent Everett's Professional Contact Details

Email (Verified)
****@talisadvisors.com
HQ
(972) 378-1795
Location
Plano, Texas, US
Company
Talis Advisory Services Llc
Person Seniority
c_suite

Brent Everett's Current Company Details

{Financial Science is Our Business} Talis Advisors is an award-winning wealth management firm that provides comprehensive solutions for a nationwide client base. As a fee-only Registered Investment ...
{Financial Science is Our Business} Talis Advisors is an award-winning wealth management firm that provides comprehensive solutions for a nationwide client base. As a fee-only Registered Investment Advisor, we deliver independent and objective advice driven by Nobel-prize winning research and are directly regulated by the United States Securities and Exchange Commission. We work for you, our client, and therefore make decisions based on your plan and not incentives to favor a particular strategy, asset class, fund manager or service provider. We operate with competence and objectivity and focus on academic financial economic research based on Nobel-prize winning financial economists. To learn more about how we're different from Wall Street and the typical retail financial advisor, call us at 972.378.1795.
Founded Year
2005
Organization Website
talisadvisors.com
Organization Languages
English
Current Technologies
nginx
google analytics
recaptcha
drupal
facebook login
youtube
facebook widget
facebook web custom audiences
google async
google tag manager

Job Functions

Operations
Marketing
Media And Commmunication
Finance
estate planning
risk management
wealth management
comprehensive financial planning
trust services
philanthropic giving
portfolio design & management
retirement income planning
tax planning & preparation
finance
law practice
legal services
investment management

Brent Everett's Work History and Education

Talis Advisory Services, LLC
Partner, Chief Investment Officer
2005 - Present

Colleagues at Talis Advisory Services Llc

Operations Manager
Wealth Management Advisor
Financial Advisor
Director of Financial Planning, Wealth Management Advisor
Client Relationship Specialist

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