Andrew Firman has been Manager of EverSource Wealth Advisors since March 2025, is a control person of the firm and directly owns under 5% of it.
Eversource Wealth Advisors, LLC is a Birmingham, AL firm with $5.1B under management, 4,338 clients and 76 advisers across 39 offices, as of its September 2026 filing.
- J.P. Morgan Securities LLC– · 1 yearFort Collins, CO · Adviser representative · Firm CRD 79
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 September 2020 |
| Series 7TO | General Securities Representative Examination | 11 September 2020 |
| SIE | Securities Industry Essentials Examination | 24 August 2020 |
| Series 7 | General Securities Representative Examination | 3 April 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 May 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Benjamin Firman
- CRD
- 6045463
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Manager
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Firman work?
Andrew Firman has been Manager of Eversource Wealth Advisors, LLC since March 2025, and is a control person of the firm.
Does Andrew Firman have a current investment-adviser registration?
Andrew Firman has no current investment-adviser or broker registration.
What exams has Andrew Firman passed?
Andrew Firman has passed 5 licensing exams: the Series 6, Series 7, SIE, Series 7TO and Series 66. The earliest, the Series 6, was passed in May 2012.
Where was Andrew Firman previously registered as an investment adviser?
Andrew Firman has past investment-adviser registrations through J.P. Morgan Securities LLC, April 2014 to April 2016, across 1 firm.
Is Andrew Firman registered with FINRA?
No. Andrew Firman has no current broker registration.
How can I verify Andrew Firman’s record?
Search CRD 6045463 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Firman’s full registration record.
