Endel Liias (CRD# 7630133) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Arlington, VA and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 6876059
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Arlington, VA | Sep 2022 - Current | 1 |
| Nexus Impact Advisors | Arlington, VA | Sep 2016 - Sep 2022 | 6 |
| Global Health Visions | Saugerties, NY | Jun 2013 - Sep 2016 | 3 |
| The Carpenter's Fund | Boston, MA | Jun 2013 - Sep 2016 | 3 |
| America Abroad Media | Washington, DC | Jan 2011 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VA
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Total Assets Under Management2,694MILLIONS
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Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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