Best Investors Account Sign in
Current Employers
Eversource Wealth Advisors, Llc

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-25
  • MA RA
    APPROVED
    Since 2025-08-25

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States

1500 District Avenue, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frank Advising Llc Bedford MA 01/2025 Present
Hightower Advisors, Llc Lexington MA 10/2019 12/2024
Lexington Wealth Management, Inc. Lexington MA 04/2010 12/2019
Eversource Wealth Advisors, Llc Natick MA 08/2025 Present
Previous Registrations
  • 2025-03-25 → 2025-10-09
    Frank Advising Llc
    Bedford, MA
  • 2019-10-18 → 2025-01-30
    Lexington, MA
  • 2010-04-21 → 2019-12-31
    Lexington Wealth Management, Inc.
    Lexington, MA
  • 2005-01-03 → 2010-05-03
    Calibre Advisory Services Inc.
    Waltham, MA
  • 1997-01-01 → 2004-12-16
    Tanager Financial Services Inc
    Waltham, MA
Other Businesses

1) Business Name: Frank Advising LLC; Investment Related: Yes; Start Date: Beginning in March 2025, Title/Relationship: President; Nature: Educational workshops; Address: 8 Shire Lane, Bedford, MA 01730; Approx. Time Spent: 15 hours per month; 0 hours per month during trading hours; Duties: Professor delivering course content; 2) Business Name: N/A; Investment Related: Yes; Start Date: 2024 Address: 8 Shire Lane, Bedford, MA 01730; Nature/Duties: Newsletter writing for an RIA; Time Spent: Approx. 5% of time during the month; and (3) Business Name: Frank Advising, LLC; Investment Related: Yes; Start Date: January 2025; Title: President and Chief Compliance Officer; Nature: Registered investment advisory firm; Address: 8 Shire Lane, Bedford, MA 01730; Time Spent: 5 hours per month; During Trading Hours: 5; Duties: Until the company withdraws its registration in Massachusetts, Glenn will be provide services as President and CCO of Frank Advising, LLC to facilitate the transition of the company's investment advisory practice to EverSource Wealth Advisors, LLC.

Designations
Other Names
  • Glenn E. Frank

View on SEC IAPD

More in Birmingham, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor