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

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-02-04
TX RA APPROVED 2025-02-03
  • AZ RA
    APPROVED
    Since 2025-02-04
  • TX RA
    APPROVED
    Since 2025-02-03

Branch Locations

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

7490 N. La Cholla Blvd, Tucson, AZ 85741 • 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
Larson Financial Securities, Llc Saint Louis MO 10/2015 02/2019
Larson Financial Group, Llc Saint Louis MO 10/2015 02/2019
Cetera Advisor Networks El Segundo CA 03/2019 05/2022
Carson Wealth Tucson AZ 02/2019 01/2025
Cwm, Llc Tucson AZ 03/2019 01/2025
Eversource Wealth Advisors, Llc Tucson AZ 02/2025 Present
  • 10/2015 → 02/2019
    Larson Financial Securities, Llc
    Saint Louis, MO
  • 10/2015 → 02/2019
    Saint Louis, MO
  • 03/2019 → 05/2022
    Cetera Advisor Networks
    El Segundo, CA
  • 02/2019 → 01/2025
    Carson Wealth
    Tucson, AZ
  • 03/2019 → 01/2025
    Tucson, AZ
  • 02/2025 → Present
    Tucson, AZ
Previous Registrations
Other Businesses

Unless stated otherwise, activities are conducted from 3555 E. Thornberry Lane, Tucson, AZ 85739. 1). Mr. Andrew (Trey) holds an insurance license and sells non variable insurance products as an insurance agent. This business is investment related. Start date: 02/2019. He spends approximately 2 hours a week on this activity during trading hours. He sells life, disability, and annuities. 2). Trey operates Andrew Rentals 7490 N La Cholla LLC as the Partner / Manager/ Owner to make decisions and perform occasional maintenance. It is not investment related. He started 09/2009. and spends approximately 0-1 hours per week during business hours. 3). Trey is a board member / volunteer for the Financial Planning Association at 1290 Broadway, Suite 1625, Denver, CO 80203. He is a voting member and helps with education and event planning. This business is not investment related. He started 12/2019 and spends approximately 0-3 hours weekly during trading hours. 4). Trey is the Owner/Manager of Charles Andrew - BizFactory which he conducts to help business owners with scalable productivity. He started 01/2023 and spends approximately 10 hours monthly, and approximately 5 hours monthly during trading hours. This business is not investment related; 5) Since August 2025, Trey has been a referral program partner with the virtual assistant company, BusyVeez. This activity is not investment-related and he spends less than one hour per month during trading hours as a referral source for BusyVeez. 6) Trey is an independent business advisor to Siensmetrica, Inc., a technology platform company located at 2761 East Plaza Encantada, Tucson, AZ 85718. This activity is not investment-related and he will spend between 1 and 4 hours per month (0 to 2 during trading hours) attending quarterly meetings either virtually or in person and advise over email as needed.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-24
  • S66 Uniform Combined State Law Examination
    2015-11-24
Other Names
  • Charles Harbin Andrew
  • Trey Andrew
  • Charles Harbin Andrew

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