Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC (CRD# 286340) is a financial advisory firm headquartered in Birmingham, AL. They manage $2,694,361,660 in 8,119 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management2,694MILLION
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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
Caleb Bagwell (CRD# 5534199) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 13 years of experience in the finance industry.
John Burch (CRD# 5284687) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 17 years of experience in the finance industry.
Robert Collins (CRD# 5694330) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry.
Kelly Conner Haslbeck (CRD# 6483021) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Fairfax, VA and has over 6 years of experience in the finance industry.
James Darlington (CRD# 2004439) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Knoxville, TN and has over 29 years of experience in the finance industry.
Kevin Grady (CRD# 4410102) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Spokane, WA and has over 22 years of experience in the finance industry.
Brandi Lobato (CRD# 6296432) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Boca Raton, FL and has over 7 years of experience in the finance industry.
Rachel McDonough (CRD# 4638011) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 20 years of experience in the finance industry.
James Miller (CRD# 5797090) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.
Stephen Miller (CRD# 5711989) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 14 years of experience in the finance industry.