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Mark Alan Wesson

EVERSOURCE WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
3500 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 2870801Firm CRD# 286340
01

About

Mark Alan Wesson is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with EVERSOURCE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EVERSOURCE WEALTH ADVISORS, LLC
EVERSOURCE WEALTH ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at EVERSOURCE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2870801
Firm CRD# 286340
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at EVERSOURCE WEALTH ADVISORS, LLC

Donald Wayne Murphy
BIRMINGHAM, AL
Rhonda Fields Hitchcock
BIRMINGHAM, AL
Thomas Merle Phillips
BIRMINGHAM, AL
Charles Victor Welden
BIRMINGHAM, AL
Glenn Gerald Waddell
BIRMINGHAM, AL
John Paul Shank
BIRMINGHAM, AL

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Research
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