EverSource Wealth Advisors®: Detailed Company Information & Corporate Profile

Contact top employees from EverSource Wealth Advisors®

Summary

EverSource Wealth Advisors® is a private company that has been in the industry for 9 years. The business currently specializes in Financial Services area. Mark Wesson is the Chief Executive Officer at the company. EverSource Wealth Advisors®'s headquarter is located at Birmingham, Alabama, USA. The company has 100-200 employees. Register with SignalHire to connect with EverSource Wealth Advisors® employees and management.

EverSource Wealth Advisors® Websiteeversourcewealthadvisors.com
Phone Number205-982-5500
Industries
EverSource Wealth Advisors® Headquarters address3500 Colonnade Pkwy, Birmingham, Alabama, 35243 US
Company Size100-200 employees
SpecialtiesWealth Management, Wealth Counseling, growth strategies, Technology & CRM, Compliance, Financial Advisor Coaching, Operations Workflows, Integrated Partnership, Middle Office Support, Practice Management, Financial Advisor Marketing, Investment Management
DMA CodeBirmingham Metropolitan Area
Founded2017
Operating StatusIndependent Company

Workforce Turnover

Number of employees switched from or switched to

arrow
Total employee turnover

Departmental sample breakdown

arrow
Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

arrow

EverSource Wealth Advisors®'s workforce includes employees across a wide range of tenure levels.

11% have been with the company for less than 1 year11% have been with the company for 1 to 2 years22% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years22% have been with the company for 8 to 10 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from EverSource Wealth Advisors®
Ed Hart
Ed HartHead of Audience Development
Unlock contacts
Shawn White
Shawn WhitePresident & Wealth Advisor
Unlock contacts
Carlton Neil
Carlton NeilSenior Investment Analyst
Unlock contacts
Eric Reinhold
Eric ReinholdSenior Wealth Advisor with EverSource Wealth Advisors
Unlock contacts
Glenn Waddell
Glenn WaddellGeneral Counsel and Chief Compliance Officer
Unlock contacts
Todd Kessler
Todd KesslerChief Administrative Officer (CAO)
Unlock contacts
Joseph Mbabu
Joseph MbabuSoftware Developer
Unlock contacts
Theresa Davis
Theresa DavisExecutive Assistant to Chief Executive Officer
Unlock contacts
Angie Ott
Angie OttAdvisor Services Manager
Unlock contacts
David Sims JD PhD CKA® CEP®
David Sims JD PhD CKA® CEP®Wealth & Generosity Advisor
Unlock contacts
James Miller
James MillerSenior Financial Advisor
Unlock contacts
Avery Boggs
Avery BoggsOperations Associate
Unlock contacts
Jenny Freihage
Jenny FreihageSenior Compliance Associate
Unlock contacts
Amy Baxter
Amy BaxterHR and Admin Specialist
Unlock contacts
Tyler Keuning
Tyler KeuningWealth Advisor
Unlock contacts
Kyler Reinhold
Kyler ReinholdWealth Advisor
Unlock contacts

EverSource Wealth Advisors® Corporate Information: FAQ

EverSource Wealth Advisors® operates in the Finance industries. More details can be found on the official website: eversourcewealthadvisors.com.
EverSource Wealth Advisors® has offices located in Birmingham, US.
The headquarters of EverSource Wealth Advisors® are located in Birmingham, United States.
The current CEO of EverSource Wealth Advisors® is Mark A Wesson
You can contact EverSource Wealth Advisors® by phone at 205-982-5500.
EverSource Wealth Advisors® currently employs 100-200 people.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP