CA
Charles H. Andrew
EVERSOURCE WEALTH ADVISORS
TUCSON, AZ 85741
Some features on this profile are disabled
CRD#: 6561437
CA
Professional summary
Charles Harbin Andrew III, who also goes by Charles Harbin Andrew, Trey Andrew, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in Tucson, Arizona.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Charles has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Charles Harbin Andrew | Trey Andrew
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.
Unless stated otherwise, activities are conducted from 3555 E. Thornberry Lane, Tucson, AZ 85739. 1). Mr. Andrew (Trey) holds an insurance license and sells non variable insurance products as an insurance agent. This business is investment related. Start date: 02/2019. He spends approximately 2 hours a week on this activity during trading hours. He sells life, disability, and annuities. 2). Trey operates Andrew Rentals 7490 N La Cholla LLC as the Partner / Manager/ Owner to make decisions and perform occasional maintenance. It is not investment related. He started 09/2009. and spends approximately 0-1 hours per week during business hours. 3). Trey is a board member / volunteer for the Financial Planning Association at 1290 Broadway, Suite 1625, Denver, CO 80203. He is a voting member and helps with education and event planning. This business is not investment related. He started 12/2019 and spends approximately 0-3 hours weekly during trading hours. 4). Trey is the Owner/Manager of Charles Andrew - BizFactory which he conducts to help business owners with scalable productivity. He started 01/2023 and spends approximately 10 hours monthly, and approximately 5 hours monthly during trading hours. This business is not investment related; 5) Since August 2025, Trey has been a referral program partner with the virtual assistant company, BusyVeez. This activity is not investment-related and he spends less than one hour per month during trading hours as a referral source for BusyVeez. 6) Trey is an independent business advisor to Siensmetrica, Inc., a technology platform company located at 2761 East Plaza Encantada, Tucson, AZ 85718. This activity is not investment-related and he will spend between 1 and 4 hours per month (0 to 2 during trading hours) attending quarterly meetings either virtually or in person and advise over email as needed.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Harbin Andrew III'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®
NoneExperience
Current
February 3, 2025 - Present
EVERSOURCE WEALTH ADVISORS, LLC
Office #1: 7490 N. La Cholla Blvd, Tucson, AZ 85741RIA
CRD#: 286340
TUCSON, AZ
Past
March 14, 2019 - February 19, 2025
CWM, LLC
RIA
CRD#: 155344
Tucson, AZ
Past
March 1, 2019 - May 19, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
TUCSON, AZ
Past
November 24, 2015 - February 13, 2019
LARSON FINANCIAL GROUP, LLC
RIA
CRD#: 140599
Atlanta, GA
Past
October 27, 2015 - February 13, 2019
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
Atlanta, 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
Arizona(2/4/2025)
IAR
Texas(2/3/2025)
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.
