Unclaimed Profile

Thomas Merle Phillips

EVERSOURCE WEALTH ADVISORS, LLC·BIRMINGHAM, Alabama

Clean recordEVERSOURCE WEALTH ADVISORS, LLC

3500 COLONNADE PARKWAY, BIRMINGHAM, AL 35243CRD# 6868799Firm CRD# 286340

Profile Verification

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

Identity

Thomas Merle Phillips · BIRMINGHAM, AL

Registration

CRD #6868799 · EVERSOURCE WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EVERSOURCE WEALTH ADVISORS, LLC

AUM

$2.7B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6868799

Firm CRD# 286340

View on FINRA BrokerCheck →

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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.

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