Advisor at EverKey Financial LLC
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Firm
EverKey Financial LLC
Location
Katy, TX 77494
Credentials
Series 63, Series 66
Industry experience
17 years
Ryan Mcphetridge is a financial advisor at EverKey Financial LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial LLC, Amegy Bank, and The Mid-Continent Companies, Ltd. EverKey Financial specializes in retirement plan consulting for corporate, governmental, and not-for-profit plan sponsors, focusing on fiduciary advisory and discretionary investment selection. The firm employs a due diligence-driven investment approach using quantitative and qualitative analysis tools and serves primarily institutional pension and profit-sharing plan clients.
Based on EverKey Financial LLC
Annual flat fees or tiered flat fees based on negotiated schedule
Minimum fee: Fixed fees typically not exceeding $30,000 Fee-only: Fees are negotiable and may be charged as a fixed fee or percentage of assets under advisement
24285 Katy Fwy, Ste 300 28
Katy, TX 77494
EverKey Financial
2023 - Present (3 years)
LPL Financial
2016 - 2023 (7 years)
Amegy Bank (division of Zions Bancorporation, N.A.)
2016 - 2023 (7 years)
The Mid-Continent Companies, Ltd.
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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