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BRIAN NEAL EVERETT
CRD#: 1250585
IA
Investment Adviser
B
Broker
LIFESTYLE ASSET MANAGEMENT, INC.CRD#: 157450 17950 Preston Rd
#770
Dallas, TX 75252
CETERA ADVISORS LLCCRD#: 10299 17950 PRESTON ROAD #770
DALLAS, TX 75252
Registration History
1985199019952000200520102015202020252 FIRMS1999 - 2011 (12 years)IALIFESTYLE ASSET MANAGEMENT, INC. (CRD# 157450)2024 - Present (<1 year)IACETERA INVESTMENT ADVISERS LLC (CRD# 105644)2020 - Present (4 years)BCETERA ADVISORS LLC (CRD# 10299)2022 - Present (2 years)BFIRST ALLIED SECURITIES, INC. (CRD# 32444)2011 - 2022 (11 years)BSUNAMERICA SECURITIES, INC. (CRD# 20068)1991 - 1999 (7 years)BWADDELL & REED, INC. (CRD# 866)1984 - 1991 (7 years)IALIFESTYLE ASSET MANAGEMENT, INC. (CRD# 157450)2024 - 2024 (<1 year)IAFIRST ALLIED ADVISORY SERVICES... (CRD# 137888)2012 - 2020 (8 years)IAFIRST ALLIED SECURITIES, INC. (CRD# 32444)2011 - 2012 (1 year)
Disclosure(s)
View By:
1/11/2024
Customer Dispute
Settled
12/27/2022
Customer Dispute
Settled
4/11/2003
Customer Dispute
Closed-No Action
License(s)

State Registrations

B
Arkansas 9/8/2022

B
North Carolina 9/8/2022

B
Colorado 9/8/2022

B
Oklahoma 9/8/2022

B
Florida 9/8/2022

B
South Carolina 9/8/2022

B
Georgia 9/8/2022

IA
Texas 11/12/2020

B
Illinois 9/8/2022

B
Texas 9/8/2022

B
Kentucky 9/8/2022

B
Virginia 9/8/2022

B
Maryland 9/8/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LIFESTYLE ASSET MANAGEMENT, INC. (CRD#:157450)
17950 Preston Rd #770, Dallas, TX 75252
Registered with this firm since 6/5/2024

IA
CETERA INVESTMENT ADVISERS LLC (CRD#:105644)
17950 PRESTON ROAD #770, DALLAS, TX 75252
Registered with this firm since 11/12/2020

B
CETERA ADVISORS LLC (CRD#:10299)
17950 PRESTON ROAD #770, DALLAS, TX 75252
Registered with this firm since 9/8/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/10/2024 - 05/13/2024 LIFESTYLE ASSET MANAGEMENT, INC. (CRD#:157450) FRIENDSWOOD, TX
B
07/29/2011 - 09/08/2022 FIRST ALLIED SECURITIES, INC. (CRD#:32444) DALLAS, TX
IA
07/02/2012 - 11/12/2020 FIRST ALLIED ADVISORY SERVICES, INC. (CRD#:137888) DALLAS, TX
IA
07/29/2011 - 07/02/2012 FIRST ALLIED SECURITIES, INC. (CRD#:32444) DALLAS, TX
IA
04/29/1999 - 08/16/2011 LPL FINANCIAL LLC (CRD#:6413) DALLAS, TX
B
04/29/1999 - 08/16/2011 LPL FINANCIAL LLC (CRD#:6413) DALLAS, TX
B
05/29/1991 - 04/29/1999 SUNAMERICA SECURITIES, INC. (CRD#:20068) PHOENIX, AZ
B
05/02/1984 - 06/04/1991 WADDELL & REED, INC. (CRD#:866) OVERLAND PARK, KS
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.