Check the background of your advisor
Before you work with any financial professional, it is a good idea to look up their background. We encourage every client and prospective client to review our records. These tools are free, public and take only a few minutes to use.
What is BrokerCheck?
BrokerCheck is a free tool from the Financial Industry Regulatory Authority (FINRA). It shows the employment history, licenses and registrations of brokers, investment adviser representatives and firms. It also shows customer complaints, regulatory actions, arbitrations and certain criminal or financial events, if any have been reported.
Investment Adviser Public Disclosure
The SEC’s Investment Adviser Public Disclosure (IAPD) website gives access to a registered investment adviser’s Form ADV, including the Firm Brochure. You can use it to review a firm’s services, fees, ownership and disciplinary history.
How to look us up
Visit brokercheck.finra.org or adviserinfo.sec.gov and search for “Evermore Wealth” or the name of any member of our team, such as LM Stamper, Travis Hostutler or Teri Damore. You can also search by CRD number, a unique ID assigned to each firm and professional.
If you have questions about anything you find, please call us at 469-828-7375. We are happy to walk you through it. For more details about our services and fees, see our Form CRS and Form ADV Part 2A.
