Thomas Phillips is not listed as a control person, but directly owns between 5% and 10% of EverSource Wealth Advisors.
EverSource Wealth Advisors is an investment adviser based in Birmingham, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $5.1 billion, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6868799
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Member
- In role since
- August 2017 · 9 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Birmingham, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Phillips work?
Thomas Phillips has held the title Member at Eversource Wealth Advisors, LLC since August 2017.
How can I verify Thomas Phillips’ record?
Thomas Phillips’ role is listed on Eversource Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286340.
