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Grant Robert Twogood

Eversource Wealth Advisors, LLC

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About Grant Robert Twogood

Grant Twogood is an investment advisor representative with EverSource Wealth Advisors, LLC and Twogood Financial Services, Inc.. Grant is a Certified Financial Planner with experience in the industry. Grant's experience includes time at Equitable Advisors, LLC and AXA Advisors, LLC. Grant specializes in financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.

Firm Information

Grant Twogood 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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Grant Twogood’s Registration & Firm History

AZ

10/20/2022 - Present

Eversource Wealth Advisors, LLC (Scottsdale AZ)

AZ

10/10/2017 - 10/18/2022

EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 11/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grant Robert Twogood.
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