Mark Wesson has been Chief Executive Officer & Manager of EverSource Wealth Advisors since January 2017, is a control person of the firm and directly owns under 5% of it. Mark Wesson holds a Master of Business Administration from the University of Alabama at Birmingham and a Bachelor of Science in Business Administration from The University of Alabama. Mark Wesson studied at Spring Hill College and the University of Virginia.
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.
Mark Wesson is Chief Executive Officer of EverSource Wealth Advisors. As CEO of EverSource Wealth Advisors and of BMSS Wesson Wealth Solutions, he envisioned and spearheaded the launch of these ventures in 2016. Before that, he created the Wealth Services Division of Cadence Bank as EVP Wealth Services, and earlier held senior private banking and wealth management roles at Wells Fargo Bank, Wachovia Bank and SouthTrust Bank.
Mark Wesson’s longest registration is the current one, 10 years at BMSS Wesson Wealth Solutions since 2016. Before joining EverSource Wealth Advisors in 2017, Mark Wesson was registered through LPL Financial LLC and Wells Fargo Advisors, LLC.
- – present · 9 yearsBirmingham, AL · Adviser representative · Firm CRD 286340
- BMSS Wesson Wealth SolutionsAlso current– present · 10 yearsBirmingham, AL · Adviser representative · Firm CRD 282792
- LPL Financial LLC– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 4 yearsBirmingham, AL · Adviser representative · Firm CRD 19616
Professional designations
Listed by EverSource Wealth Advisors
- Certified Financial Planner™ (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Mark Wesson is registered as an investment adviser representative in Alabama, since January 2017.
- AlabamaSince 3 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1997 |
| Series 7 | General Securities Representative Examination | 24 April 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Alan Wesson
- CRD
- 2870801
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Chief Executive Officer & Manager
- Office
- 3500 COLONNADE PARKWAY, SUITE 150, Birmingham, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eversourcewealthadvisors.com
Where does Mark Wesson work?
Mark Wesson has been Chief Executive Officer & Manager of Eversource Wealth Advisors, LLC since January 2017, and is a control person of the firm.
Is Mark Wesson a financial advisor?
Yes. Mark Wesson has a current investment-adviser registration in Alabama, through EverSource Wealth Advisors since May 2017.
How many years of experience does Mark Wesson have?
Mark Wesson has 16 years in the financial industry, since January 2010, across 4 adviser firms.
What exams has Mark Wesson passed?
Mark Wesson has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1997. FINRA credited Mark Wesson with the SIE, which began in October 2018.
Where did Mark Wesson work before EverSource Wealth Advisors?
Before EverSource Wealth Advisors, Mark Wesson was registered through LPL Financial LLC, September 2013 to November 2015; Wells Fargo Advisors, LLC, September 2007 to October 2011.
Where is Mark Wesson based?
Mark Wesson’s registered office is in Birmingham, AL.
Is Mark Wesson registered with FINRA?
No. Mark Wesson has no current broker registration.
Is Mark Wesson a CFP?
EverSource Wealth Advisors lists Mark Wesson with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Mark A. Wesson, CFP®, CKA® biography, eversourcewealthadvisors.com
How can I verify Mark Wesson’s record?
Search CRD 2870801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Wesson’s full registration record.
