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).
-
Total Assets Under Management2,694MILLION
-
Total Number of Accounts8,119ACCOUNTS
-
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
David Young (CRD# 2423111) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Fairfax, VA and has over 30 years of experience in the finance industry.
John Ashcraft (CRD# 7362508) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
Chase Boardman (CRD# 7432074) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 2 years of experience in the finance industry.
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.
Abigail Casady (CRD# 7115305) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Mckinney, TX and has over 4 years of experience in the finance industry.
Osni Ferreira Filho (CRD# 6877027) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 4 years of experience in the finance industry.
W Fox (CRD# 5334232) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Rockwall, TX and has over 16 years of experience in the finance industry.
Nicholas Hart (CRD# 6901431) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Fairfax, VA and has over 3 years of experience in the finance industry.
Lewis Jones (CRD# 7187717) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has 1 year of experience in the finance industry.
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.