EverSource Wealth Advisors®
Financial Services
3500 Colonnade Pkwy
56 employees
- Employees
- 56
- Contacts
- 4
- Emails
- 4
- Phones
- 3
EverSource Wealth Advisors® Overview
- Headquarters
- 3500 Colonnade Pkwy
- Phone Number
- Available in AeroLeads
- Website
- eversourcewealthadvisors.com
- Industry
- Financial Services
- Employees
- 56
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About EverSource Wealth Advisors®
Founded in 2017, EverSource Wealth Advisors® launched to help faith-driven financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation. EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry. We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future. EverSource Wealth Advisors® | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered. Disclosure: Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
EverSource Wealth Advisors® Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
EverSource Wealth Advisors® Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Todd Kessler | Chief Administrative Officer (Cao) | Birmingham, Alabama, United States |
Email
Phone
|
| W Ben Fox, Cka® | Eversource Wealth Advisors Llc | Rockwall, Texas, United States |
Email
|
| Bill Stevens | Wealth Advisor, Cka - Certified Kingdom Advisor | Green Valley, Arizona, United States |
Email
Phone
|
| Ed Hart | The Ria for Faith-driven Advisors | Birmingham, Alabama, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Executive
1 profile
Manager
1 profile
Senior / Lead
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 2 |
| Finance | 2 | 2 | 2 |
| Operations | 1 | 1 | 1 |
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