David Allen Sims
Investment adviser representative at Eversource Wealth Advisors, LLC
29 yearsExperience
2 statesRegistered in
$5.1BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Eversource Wealth Advisors, LLCNov 2024 to now
- Brs Consulting, Inc.Jun 2024 to now
- David A. Sims Jd Phd PaJan 1995 to now
- Brs Financial LLCOct 2024 to Nov 2024
- Brs Financial LLCJul 2011 to Sep 2024
- Brs Consulting Inc.Jan 2008 to May 2024
- Bgw Financial Services, LLCJun 2006 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Eversource Wealth Advisors, LLC
$5.1BAssets managed
4,338Clients
74Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5347313
- Firm CRD
- 286340