Joseph Campbell (CRD# 7188123) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
CRD# 5307151
Waverly Advisors, LLC
CRD# 2703719
Planmember Securities Corporation
CRD# 1791731
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Birmingham, AL | Oct 2019 - Current | 4 |
| Haynes Downard LLP | Birmingham, AL | Sep 2007 - Current | 16 |
- AL
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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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