AM
Andrew Murphy
Investment Operations Analyst at Eversource Wealth Advisors
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Work Experience
Investment Operations Analyst
Jan 2022 - Present · 2 years and 11 months
Percussionist/Drummer
Jul 2009 - Oct 2022 · 13 years and 3 months
Wealth Management Specialist
Oct 2020 - Dec 2021 · 1 years and 2 months
Company Details
Founded in 2017, EverSource Wealth Advisors® launched to help financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation. EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry. We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future. EverSource Wealth Advisors® | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered. Disclosure: Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
Year Founded
2017
Social Media
Linkedin
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
3500 Colonnade Pkwy Suite 150 Birmingham, Alabama 35243, US
Keywords
Wealth ManagementWealth Counselinggrowth strategiesTechnology & CRMComplianceFinancial Advisor CoachingOperations WorkflowsIntegrated PartnershipMiddle Office SupportPractice Management
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Contact Details
  • Email AddressA**@eversourcewealthadvisors.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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