MW
Mark A. Wesson
BMSS WESSON WEALTH SOLUTIONS
Birmingham, AL 35243
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CRD#: 2870801
MW
Professional summary
Mark Alan Wesson, CFP® is a registered financial advisor currently at BMSS WESSON WEALTH SOLUTIONS located in Birmingham, Alabama and EVERSOURCE WEALTH ADVISORS, LLC located in Birmingham, Alabama.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Since January 2016, Mark Wesson has served as the CEO of BMSS Wesson Wealth Solutions, LLC ("BMSS Wesson"), an affiliated RIA. BMSS Wesson is located at 1121 Riverchase Office Road, Birmingham, AL 35244. Mr. Wesson spends approximately 30 hours per week leading BMSS Wesson, typically during securities trading hours. His investment advisor representative activities are limited to clients of BMSS Wesson.
Mr. Wesson has served as an informal advisory board member since 2017 for Third Coast Content (541 Franklin Road, Franklin, TN 37069), a faith-based film production company, and for Sovereign's Capital (310 West Street, Suite 100, Raleigh, NC 27603), a private equity and venture capital fund management business. Sovereign's Capital is an investment-related business, whereas Third Coast Content is not. Mr. Wesson provides industry and strategic advice to both of these companies without compensation and spends approximately 1 hour per month on each, typically during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Alan Wesson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
January 3, 2017 - Present
BMSS WESSON WEALTH SOLUTIONS
Office #1: 3500 Colonnade Parkway Suite 150, Birmingham, AL 35243RIA
CRD#: 282792
Birmingham, AL
Current
May 8, 2017 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 3500 Colonnade Parkway Suite 150, Birmingham, AL 35243RIA
CRD#: 286340
Birmingham, AL
Past
April 12, 2016 - December 31, 2016
BMSS WESSON WEALTH SOLUTIONS
RIA
CRD#: 282792
BIRMINGHAM, AL
Past
September 26, 2013 - November 25, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
BIRMINGHAM, AL
Past
September 26, 2013 - November 25, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
BIRMINGHAM, AL
Past
September 6, 2007 - October 5, 2011
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BIRMINGHAM, AL
Past
September 6, 2007 - October 5, 2011
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BIRMINGHAM, AL
Past
July 5, 2005 - October 14, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
December 1, 2003 - January 11, 2005
SOUTHTRUST SECURITIES, LLC
BD
CRD#: 17922
BIRMINGHAM, AL
Past
May 26, 2000 - November 11, 2003
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
October 1, 1998 - June 17, 1999
IFMG SECURITIES, INC.
BD
CRD#: 14416
PURCHASE, NY
Past
April 25, 1997 - June 4, 1999
SOUTHTRUST SECURITIES, LLC
BD
CRD#: 17922
BIRMINGHAM, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(1/3/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EVERSOURCE WEALTH ADVISORS, LLC
CRD#: 286340Birmingham, AL 35243TRUST BUT VERIFY
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