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Luke William Martin

Eversource Wealth Advisors, LLC

Mckinney, TX

CRD 8070157

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-20
  • TX RA
    APPROVED
    Since 2025-05-20

Branch Locations

300 East Davis Street, Suite 124, Mckinney, TX 75069 • 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
Ace Cheer Gym Rainsville AL 08/2018 03/2020
Outback Steakhouse Opelika AL 02/2021 04/2021
Scotlynn Ft. Myers FL 05/2021 08/2021
Mcleod Software Birmingham AL 08/2021 12/2021
Chick Fil A Auburn AL 07/2022 07/2023
Auburn University Harbert College Of Business Auburn AL 08/2023 12/2024
Brasfield And Gorrie Birmingham AL 05/2024 08/2024
Eversource Wealth Advisors, Llc Mckinney TX 02/2025 Present
Fyffe High School Fyffe AL 08/2014 05/2018
Auburn University Auburn AL 08/2018 12/2024
  • 08/2018 → 03/2020
    Ace Cheer Gym
    Rainsville, AL
  • 02/2021 → 04/2021
    Outback Steakhouse
    Opelika, AL
  • 05/2021 → 08/2021
    Scotlynn
    Ft. Myers, FL
  • 08/2021 → 12/2021
    Mcleod Software
    Birmingham, AL
  • 07/2022 → 07/2023
    Chick Fil A
    Auburn, AL
  • 08/2023 → 12/2024
    Auburn University Harbert College Of Business
    Auburn, AL
  • 05/2024 → 08/2024
    Brasfield And Gorrie
    Birmingham, AL
  • 02/2025 → Present
    Mckinney, TX
  • 08/2014 → 05/2018
    Fyffe High School
    Fyffe, AL
  • 08/2018 → 12/2024
    Auburn University
    Auburn, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-20
  • S65 Uniform Investment Adviser Law Examination
    2025-05-20

View on SEC IAPD

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