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 company currently specializes in the Financial Services area. The position of the CEO is occupied by Mark A Wesson. Its headquarters is located at Birmingham, Alabama, USA. The annual revenue of EverSource Wealth Advisors® varies between 10M and 50M. Total funding of the company - $4.4M. To connect with EverSource Wealth Advisors® employee register on SignalHire.

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
Estimated Annual Revenue$10M - 50M
Operating StatusIndependent Company

EverSource Wealth Advisors® Org Chart

Chief Executive Officer

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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

Length of Employment

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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®
Shawn White
Shawn WhitePresident & Wealth Advisor
Email (4)
w***@abnamro.nl , w***@financialplanningforlife.com , w***@aol.com , ...
Phone (3)
+1-870-***-**87 , +1-520-***-**07 , ...
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Carlton Neil
Carlton NeilSenior Investment Analyst
Email (4)
n***@yahoo.com , n***@southerncompany.com , n***@hotmail.com , ...
Phone (2)
+1-623-***-**34 , +1-623-***-**93
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Eric Reinhold
Eric ReinholdSenior Wealth Advisor with EverSource Wealth Advisors
Email (4)
r***@gmail.com , r***@yahoo.com , r***@ronblue.com , ...
Phone (2)
+1-870-***-**56 , +1-870-***-**42
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Glenn Waddell
Glenn WaddellGeneral Counsel and Chief Compliance Officer
Phone (1)
+1-***-***-1684
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Todd Kessler
Todd KesslerChief Administrative Officer (CAO)
Email (6)
t**********r@cadencebank.com , t**d@eversourcewealthadvisors.com , t******r@axcan.com , ...
Phone (2)
+1-909-***-**53 , +1-520-***-**52
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Ed Hart
Ed HartDirector of Marketing And Business Development
Phone (1)
+1-***-***-0721
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Joseph Mbabu
Joseph MbabuSoftware Developer
Email (4)
j***@illumicare.com , j***@yahoo.com , j***@eversourcewealthadvisors.com , ...
Phone (3)
+1-323-***-**60 , +1-870-***-**33 , ...
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Theresa Davis
Theresa DavisExecutive Assistant to Chief Executive Officer
Email (3)
d***@hotmail.com , d***@gmail.com , d***@vapdiagnostics.com
Phone (3)
+1-870-***-**19 , +1-520-***-**09 , ...
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David Sims JD PhD CKA® CEP®
David Sims JD PhD CKA® CEP®Wealth & Generosity Advisor
Email (4)
d***s@brs-consulting.com , d*****d@brs-consulting.com , d***s@brsconsulting.com , ...
Phone (1)
+1-***-***-6735
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Brandi Lobato
Brandi LobatoWealth Management Advisor at Cornerstone 360 Advisors
Email (5)
b*************s@ubs.com , b*************s@ml.com , b****i@fortune360group.com , ...
Phone (1)
+1-***-***-2399
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Avery Boggs
Avery BoggsOperations Associate
Phone (1)
+1-***-***-7928
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Jenny Freihage
Jenny FreihageSenior Compliance Associate
Phone (1)
+1-***-***-7874
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Amy Baxter
Amy BaxterHR and Admin Specialist
Email (1)
a**********0@gmail.com
Phone (1)
+1-***-***-5317
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Tyler Keuning
Tyler KeuningWealth Advisor
Email (4)
k***@yahoo.com , t***@aol.com , t***@gmail.com , ...
Phone (2)
+1-909-***-**97 , +1-520-***-**78
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Mona Adamson
Mona AdamsonVirtual Assistant
Email (4)
m***@yahoo.com , a***@gmail.com , a***@hotmail.com , ...
Phone (2)
+1-323-***-**39 , +1-323-***-**12
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Kyler Reinhold
Kyler ReinholdWealth Advisor
Phone (1)
+1-***-***-3162
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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.
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.
EverSource Wealth Advisors®'s revenue is approximately 39.6M.

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