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Brad Everett

Senior Advisor

Phone: 610-429-9050
Fax: 610-429-9279
E-mail: brad@keyfinancialinc.com

A graduate of the Johns Hopkins University, Brad studied Applied Mathematics and Economics. He has successfully completed all three exams in the Charted Financial Analyst (CFA) program, a multi-year program focusing on Investment Analysis, Portfolio Management, and Ethics. At Key Financial, Brad works as a planning analyst. He organizes financial data, analyzes client information, and provides clear plans, projections and strategies for the future using our planning software and investment analysis systems.

Brad lives in Oxford, Pennsylvania, enjoys running, and as a former pitcher and outfielder, is an avid baseball fan. His brilliance with numbers is a real treat when giving all of us the blow by blow account of the previous night’s game. But what it comes to basketball pools, he has yet to beat Jenine.

Securities and Advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor. Advisory services also offered through Key Financial, Inc. a registered investment advisor not affiliated with Royal Alliance Associates.

The Advisors at Key Financial Inc., are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.

The advisors at Key Financial Inc., are also separately registered as an investment advisers under Key Financial Inc., a registered investment adviser, offering advisory services in the state of Pennsylvania. As such these services are strictly intended for individuals residing in Pennsylvania.

Important Consumer Information:
A broker-dealer "BD", investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.