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EVERSOURCE WEALTH ADVISORS, LLC
EVERSOURCE WEALTH ADVISORS, LLC
BIRMINGHAM, Alabama
·
7 registered advisors
·
CRD# 286340
SEC# 801-119192
25
205-982-5515
01
Firm Overview
AUM
$2.7B
Regulatory assets under management
Employees
59
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at EVERSOURCE WEALTH ADVISORS, LLC
7 registered advisors
Charles Victor Welden
BIRMINGHAM, Alabama
CRD# 6868791
Donald Wayne Murphy
BIRMINGHAM, Alabama
CRD# 6610144
Glenn Gerald Waddell
BIRMINGHAM, Alabama
CRD# 6868795
John Paul Shank
BIRMINGHAM, Alabama
CRD# 6610148
Mark Alan Wesson
BIRMINGHAM, Alabama
CRD# 2870801
Rhonda Fields Hitchcock
BIRMINGHAM, Alabama
CRD# 7192299
Thomas Merle Phillips
BIRMINGHAM, Alabama
CRD# 6868799
05
Office Locations
BIRMINGHAM, Alabama
7 advisors
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Data sourced from SEC Form ADV filings. EVERSOURCE WEALTH ADVISORS, LLC (CRD# 286340) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.