Unclaimed Profile

Mark Alan Wesson

EVERSOURCE WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 63Clean record18 years registeredEVERSOURCE WEALTH ADVISORS, LLC

3500 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 2870801Firm CRD# 286340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Alan Wesson · BIRMINGHAM, AL

Registration

CRD #2870801 · EVERSOURCE WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

EVERSOURCE WEALTH ADVISORS, LLC

May 2017 – present

BMSS WESSON WEALTH SOLUTIONS

Jan 2017 – present

BMSS WESSON WEALTH SOLUTIONS

Apr 2016 – Dec 2016

BIRMINGHAM, AL

LPL FINANCIAL LLC

Sep 2013 – Nov 2015

BIRMINGHAM, AL

WELLS FARGO ADVISORS, LLC

Sep 2007 – Oct 2011

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · September 6, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERSOURCE WEALTH ADVISORS, LLC

CRD 286340 · SEC 801-119192

AUM

$2.7B

Regulatory assets under management

Employees

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

View all advisors at EVERSOURCE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Alan Wesson offer?

Mark Alan Wesson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Mark Alan Wesson's credentials?

Mark Alan Wesson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alan Wesson located?

Mark Alan Wesson 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 Mark Alan Wesson charge for services?

Mark Alan Wesson'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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