JB
John R. Burch
EVERSOURCE WEALTH ADVISORS
Homewood, AL 35209
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CRD#: 5284687
JB
Professional summary
John Robert Burch, CFP® is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Homewood, Alabama.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 7 firms and has passed the Series 66 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.
individual licensed insurance agent for life/long-term care since 2007; 524 Park Lake Lane, Helena, AL 35080; approximately 5 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Burch'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: 2007
Experience
Current
April 1, 2019 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 168 Oxmoor Road, Homewood, AL 35209RIA
CRD#: 286340
Homewood, AL
Past
September 24, 2014 - April 11, 2019
ATLANTIS WEALTH ADVISORS LLC
RIA
CRD#: 169956
HELENA, AL
Past
November 13, 2013 - September 4, 2014
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
BIRMINGHAM, AL
Past
November 13, 2013 - September 4, 2014
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
BIRMINGHAM, AL
Past
September 4, 2008 - November 21, 2013
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
BIRMINGHAM, AL
Past
September 4, 2008 - November 21, 2013
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
BIRMINGHAM, AL
Past
July 24, 2007 - August 1, 2008
INTL ADVISORY CONSULTANTS INC.
RIA
CRD#: 130888
BIRMINGHAM, AL
Past
July 10, 2007 - August 1, 2008
STONEX SECURITIES INC.
BD
CRD#: 18456
DEFUNIAK SPRINGS, FL
Past
February 22, 2007 - June 29, 2007
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
STATESBORO, GA
Past
February 6, 2007 - June 29, 2007
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
STATESBORO, GA
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(4/1/2019)
Exams
State Security Law 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#: 286340Homewood, AL 35209TRUST BUT VERIFY
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