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James Miller

Eversource Wealth Advisors, LLC

Birmingham, AL

CRD 5797090

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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 2021-05-07
AL RA APPROVED 2021-04-30
  • TX RA
    APPROVED
    Since 2021-05-07
  • AL RA
    APPROVED
    Since 2021-04-30

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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 06/2013 04/2021
Bank Of America, N.A. Birmingham AL 08/2014 04/2021
Eversource Wealth Advisors, Llc Birmingham AL 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-09
  • S66 Uniform Combined State Law Examination
    2014-06-09
Designations
  • Certified Financial Planner
Other Names
  • James Edward Miller

View on SEC IAPD

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