EverSource Wealth Advisors

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

3500 Colonnade Pkwy Ste 150, Birmingham,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
2
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2
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1

About EverSource Wealth Advisors

Eversource Wealth Advisors specializes in comprehensive wealth management, providing services that include financial planning, investment advisory, and life planning. They aim to help individuals and families achieve peace of mind by aligning their financial strategies with their unique values and goals. The firm operates on a fee-based, fiduciary model, ensuring transparency and a commitment to acting in the best interests of their clients. Their offerings include risk mitigation, retirement planning, and personalized investment strategies, supported by a team of professionals dedicated to delivering high-quality service.Explore more
EverSource Wealth Advisors's Social MediaPopular SearchesEverSource Wealth AdvisorsEversource Wealth Advisors LLCEversource WealthSIC Code 62,628NAICS Code 52,523Show more

EverSource Wealth Advisors Org Chart

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Todd Kessler, Chief Administrative Officer (CAO) at EverSource Wealth Advisors
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Chief Administrative Officer (CAO)

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Chief Strategy Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EverSource Wealth Advisor...

<$5M
1-10
Private
-
2017
Todd Kessler, Chief Administrative Officer (CAO) at EverSource Wealth Advisors
Todd KesslerChief Administrative Officer (CAO)
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
$6.1M
1-10
Private
-
2006
<$5M
11-50
Private
-
2015
TS
Timothy SmithCEO & Founder
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EverSource Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EverSource Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EverSource Wealth Advisors.

EverSource Wealth Advisors Tech Stack

A closer look at the technologies used by EverSource Wealth Advisors

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Frequently Asked Questions Regarding EverSource Wealth Advisors

What is EverSource Wealth Advisors's official website?
EverSource Wealth Advisors's official website is www.eversourcewealthadvisors.com
What is EverSource Wealth Advisors's Revenue?
EverSource Wealth Advisors's revenue is <$5 Million
What is EverSource Wealth Advisors's SIC code?
EverSource Wealth Advisors's SIC: 62,628
What is EverSource Wealth Advisors's NAICS code?
EverSource Wealth Advisors's NAICS: 52,523
How many employees does EverSource Wealth Advisors have?
EverSource Wealth Advisors has 1-10 employees
What industry does EverSource Wealth Advisors belong to?
EverSource Wealth Advisors is in the industry of: Finance, Securities Trading
What is EverSource Wealth Advisors competition?
EverSource Wealth Advisors top competitors include: Aurora Private Wealth, Holliger Financial Consultants, Wealth Advisory Services, Sherwood Investment Services
What technology does EverSource Wealth Advisors use?
Some of the popular technologies that EverSource Wealth Advisors uses are: Squarespace Online Stores, Proofpoint, Adobe Typekit, YouTube
What does EverSource Wealth Advisors do?

Eversource Wealth Advisors specializes in comprehensive wealth management, providing services that include financial planning, investment advisory, and life planning. They aim to help individuals and families achieve peace of mind by aligning their financial strategies with their unique values and goals. The firm operates on a fee-based, fiduciary... model, ensuring transparency and a commitment to acting in the best interests of their clients. Their offerings include risk mitigation, retirement planning, and personalized investment strategies, supported by a team of professionals dedicated to delivering high-quality service.Read More

What are EverSource Wealth Advisors social media links?
EverSource Wealth Advisors Linkedin page
Is EverSource Wealth Advisors a public company?
EverSource Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about EverSource Wealth Advisors

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