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W Ben Fox

Eversource Wealth Advisors, LLC

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About W Ben Fox

W. Ben Fox is an investment advisor representative associated with Eversource Wealth Advisors, LLC. Fox has been in the securities industry for over 15 years. He is licensed to provide investment advice in Texas. Fox holds the Series 6, Series 63, and Series 65 licenses. Fox specializes in providing financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Fox is also an independent insurance agent, selling non-variable insurance products.

Firm Information

W Fox 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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W Fox’s Registration & Firm History

TX

10/16/2023 - Present

Eversource Wealth Advisors, LLC (Rockwall TX)

TX

10/27/2008 - 10/20/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 06/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for W Ben Fox.
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