Daniel Tedford Phillips
Chief Investment OfficerEversource Wealth Advisors, LLCCRD 6613536
About Daniel Tedford Phillips
Daniel Tedford Phillips is listed as Chief Investment Officer at Eversource Wealth Advisors, LLC in Birmingham, AL. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Eversource Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Tedford Phillips work?
Daniel Tedford Phillips is listed as Chief Investment Officer at Eversource Wealth Advisors, LLC on SEC Form ADV.
How much of Eversource Wealth Advisors, LLC does Daniel Tedford Phillips own?
Form ADV reports a beneficial ownership band of Under 5%.
Eversource Wealth Advisors, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |