AdvisorOS Directory
Claim Profile
TP

Thomas Merle Phillips

EVERSOURCE WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
3500 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 6868799Firm CRD# 286340
01

About

Thomas Merle Phillips 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# 6868799
Firm CRD# 286340
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Thomas Merle Phillips offer?
Thomas Merle Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Thomas Merle Phillips's credentials?
Thomas Merle Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Merle Phillips located?
Thomas Merle Phillips 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 Thomas Merle Phillips charge for services?
Thomas Merle Phillips'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at EVERSOURCE WEALTH ADVISORS, LLC

Donald Wayne Murphy
BIRMINGHAM, AL
Rhonda Fields Hitchcock
BIRMINGHAM, AL
Charles Victor Welden
BIRMINGHAM, AL
Glenn Gerald Waddell
BIRMINGHAM, AL
John Paul Shank
BIRMINGHAM, AL
Mark Alan Wesson
BIRMINGHAM, AL

More Advisors in BIRMINGHAM, Alabama

James Samuel Fitch
BRIDGEWORTH, LLC·BIRMINGHAM, AL
Justin Thomas Russell
WAVERLY ADVISORS, LLC·BIRMINGHAM, AL
Keith Michael Rogers
WARREN AVERETT ASSET MANAGEMENT, LLC·BIRMINGHAM, AL
Melanie Luther Nichols
WA ASSET MANAGEMENT, LLC·BIRMINGHAM, AL
Larry Kelly Hicks
WARREN AVERETT ASSET MANAGEMENT, LLC·BIRMINGHAM, AL
Christopher J Compton
STONEGATE INVESTMENT GROUP, LLC·BIRMINGHAM, AL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)IRONDALE (13)HOOVER (10)TUSCALOOSA (9)VESTAVIA (8)HOMEWOOD (7)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Request removal of this profile