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).

Current Firm Details
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243
https://www.brightlightimpact.us/
By the Numbers
  • Total Assets Under Management
    2,694
    MILLION
  • Total Number of Accounts
    8,119
    ACCOUNTS
  • Average Account Value
    $331,859
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Eversource Wealth Advisors, LLC
Showing 31 - 36 of 36 top financial advisors.
31
Timothy Macready, financial advisor Highlands Ranch CO
Timothy M. Macready
CRD#: 7557051
Highlands Ranch, CO

Timothy Macready (CRD# 7557051) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.

32
Conor Maguire, financial advisor Fairfax VA
Conor B. Maguire
CRD#: 7037666
12500 Fair Lakes Circle, Suite 250, Fairfax, VA 22033

Conor Maguire (CRD# 7037666) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Fairfax, VA and has over 4 years of experience in the finance industry.

33
Jack Morris, financial advisor Birmingham AL
Jack P. Morris
CRD#: 7145622
3500 Colonnade Parkway, Suite 150, Birmingham, AL 35243

Jack Morris (CRD# 7145622) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Birmingham, AL and has over 4 years of experience in the finance industry.

34
Ezekiel Ortiz-Clark, financial advisor Knoxville TN
Ezekiel J. Ortiz-Clark
CRD#: 7535699
1326 Dowell Springs Blvd, Knoxville, TN 37909

Ezekiel Ortiz-Clark (CRD# 7535699) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

35
Tyler Snyder, financial advisor Spokane Valley WA
Tyler Snyder
CRD#: 7817307
609 N Argonne Road, Suite A, Spokane Valley, WA 99212

Tyler Snyder (CRD# 7817307) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Spokane Valley, WA and has 1 year of experience in the finance industry.

36
Deborah Stouffer, financial advisor Green Valley AZ
Deborah M. Stouffer
CRD#: 7175843
518 E Whitehouse Canyon Rd, Ste 110, Green Valley, AZ 85614

Deborah Stouffer (CRD# 7175843) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Green Valley, AZ and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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