Joseph Max Campbell

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:

Current Employers

Eversource Wealth Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2019-11-13

AL RA
APPROVED

Since 2019-11-13

Branch Locations

3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • 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

Organization	City	State	From	To
Eversource Wealth Advisors, Llc	Birmingham	AL	10/2019	Present
Haynes Downard Llp	Birmingham	AL	09/2007	Present

10/2019 → Present

Eversource Wealth Advisors, Llc

Birmingham, AL
09/2007 → Present

Haynes Downard Llp

Birmingham, AL

Other Businesses

Since June 2007, Max Campbell has been a partner with the CPA firm Haynes Downard, LLP, which is not an investment-related business. He devotes 40+ hours per week to managing that firm and providing accounting services to clients, generally during securities trading hours. Mr. Campbell has been a member of Veni Vidi Vici, LLC (VVV) since 2007, a company which owns and manages real estate and is an investment-related business. Both of the entities described herein are located at 3161 Cahaba Heights Road, Ste 203, Vestavia Hills, AL 35243. Mr. Campbell devotes one hour or less per month to VVV, generally during securities trading hours.