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James Kellett Darlington

Eversource Wealth Advisors, LLC

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About James Kellett Darlington

James Darlington is a financial advisor in Knoxville, Tennessee. James is a registered Investment Advisor Representative with Eversource Wealth Advisors, LLC. James has been in the financial industry since 1989. James is a Certified Financial Planner. James is also the owner and manager of 1Peter 4:10 LLC, a commercial real estate company.

Firm Information

James Darlington 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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James Darlington’s Registration & Firm History

TN

09/10/2021 - Present

Eversource Wealth Advisors, LLC (Knoxville TN)

TN

01/04/2008 - 09/21/2021

UBS FINANCIAL SERVICES INC. (KNOXVILLE TN)

TN

07/13/1994 - 01/07/2008

MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)

WI

12/20/1989 - 12/20/1991

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 04/21/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/24/1991

Series 52 - Municipal Securities Representative Examination

BC

Issued 12/18/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Kellett Darlington. Review regulatory record here.
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