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Donald Wayne Murphy

EVERSOURCE WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama
Clean recordEVERSOURCE WEALTH ADVISORS, LLC
3500 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 6610144Firm CRD# 286340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Wayne Murphy · BIRMINGHAM, AL
Registration
CRD #6610144 · EVERSOURCE WEALTH ADVISORS, LLC
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
EVERSOURCE WEALTH ADVISORS, LLC
CRD 286340 · SEC 801-119192
AUM
$2.7B
Regulatory assets under management
Employees
59
8,119 client accounts
Services offered by EVERSOURCE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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Frequently Asked Questions

What services does Donald Wayne Murphy offer?
Donald Wayne Murphy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Donald Wayne Murphy's credentials?
Donald Wayne Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Wayne Murphy located?
Donald Wayne Murphy is based in BIRMINGHAM, Alabama, working with EVERSOURCE WEALTH ADVISORS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Donald Wayne Murphy charge for services?
Donald Wayne Murphy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERSOURCE WEALTH ADVISORS, LLC?
EVERSOURCE WEALTH ADVISORS, LLC has approximately 59 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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