Micky C. Reeves
EVERSOURCE WEALTH ADVISORS
Mckinney, TX 75069
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CRD#: 3197466
Professional summary
Micky Chamberlain Reeves, CFP®, CLU® is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Mckinney, Texas.
Micky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Micky has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 26 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Micky Chamberlain Reeves'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: 2003
Experience
Current
October 15, 2021 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 300 East Davis Street Ste 124, Mckinney, TX 75069RIA
CRD#: 286340
Mckinney, TX
Past
July 15, 2013 - November 9, 2021
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
PLANO, TX
Past
October 2, 2008 - October 10, 2013
JWA FINANCIAL GROUP, INC.
RIA
CRD#: 114646
DALLAS, TX
Past
February 11, 2004 - September 2, 2008
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
SAN ANTONIO, TX
Past
February 11, 2004 - September 2, 2008
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
SAN ANTONIO, TX
Past
March 9, 2000 - January 26, 2004
MISSIONSQUARE INVESTMENT SERVICES
BD
CRD#: 23189
WASHINGTON, DC
Past
March 26, 1999 - February 23, 2000
USAA INVESTMENT SERVICES COMPANY
BD
CRD#: 5475
SAN ANTONIO, TX
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
Texas(10/15/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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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Company Information
EVERSOURCE WEALTH ADVISORS, LLC
CRD#: 286340Mckinney, TX 75069TRUST BUT VERIFY
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