John Robert Burch

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 03/2019
  Camelot Advisors, Llc
  Maumee, OH
• 04/2019 → Present
  Eversource Wealth Advisors, Llc
  Homewood, AL

Previous Registrations

• 2014-09-24 → 2019-04-11
  Atlantis Wealth Advisors Llc
  Helena, AL
  Maumee, OH
• 2013-11-13 → 2014-09-04
  Next Financial Group, Inc.
  Hoover, AL
• 2008-09-04 → 2013-11-21
  Valic Financial Advisors, Inc.
  Birmingham, AL
• 2007-07-24 → 2008-08-01
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2007-02-22 → 2007-06-29
  Voya Financial Advisors, Inc.
  Mt Pleasant, SC
  Statesboro, GA

Exams

• S66 Uniform Combined State Law Examination
  2007-02-03

Designations

• Certified Financial Planner