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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Burch is a financial advisor with Eversource Wealth Advisors, LLC. John has been in the industry since 2007 and has experience working with individuals, businesses, trusts, and retirement plans. John is a Certified Financial Planner and has both a Series 7 and a Series 66 license. John is also a licensed life and long-term care insurance agent. John has a history of working with clients to develop financial plans, including retirement planning, investment management, and insurance needs. John is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
04/01/2019 - Present
Eversource Wealth Advisors, LLC (BIRMINGHAM AL)
AL
11/13/2013 - 09/04/2014
NEXT FINANCIAL GROUP, INC. (BIRMINGHAM AL)
AL
09/04/2008 - 11/21/2013
VALIC FINANCIAL ADVISORS, INC. (BIRMINGHAM AL)
FL
07/10/2007 - 08/01/2008
STERNE AGEE FINANCIAL SERVICES, INC. (DEFUNIAK SPRINGS FL)
GA
02/06/2007 - 06/29/2007
ING FINANCIAL PARTNERS, INC. (STATESBORO GA)
BOTH
Issued 02/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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