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Endel Nicholas Liias

Eversource Wealth Advisors, LLC

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About Endel Nicholas Liias

Endel Liias is an Investment Advisor Representative associated with Eversource Wealth Advisors, LLC. Endel Liias is licensed in Virginia. The firm provides advisory services to individuals and businesses, and specializes in financial planning, educational seminars, portfolio management, and selection of other advisors. The firm offers a variety of compensation arrangements including fixed fees, hourly charges, and a percentage of assets. Endel Liias also provides consulting services and education related to impact investment strategies and metrics.

Firm Information

Endel Liias is currently registered with Eversource Wealth Advisors, LLC. Eversource Wealth Advisors, LLC is a registered investment advisor headquartered in Birmingham, Alabama. With a team of 23 licensed agents and 40 investment advisor representatives, the firm manages over $2.69 billion in assets for various client types, including high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations. They provide a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals. The firm also participates in wrap fee programs and offers TAMP services.
Eversource Wealth Advisors, LLC

3500 COLONNADE PARKWAY

BIRMINGHAM, AL 35243

$2.69B

Assets Under Management

46

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Endel Liias’s Registration & Firm History

VA

09/15/2022 - Present

Eversource Wealth Advisors, LLC (Arlington VA)

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Licenses & Designations

IA

Issued 03/31/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Endel Nicholas Liias.
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