Brandi Lyn Lobato
Investment adviser representative at Eversource Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm assets
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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
10 years in the industry.
- Eversource Wealth Advisors, LLCMar 2024 to now
- Fortune 360 Group LLCApr 2021 to Mar 2024
- Securities America, IncApr 2021 to Jul 2021
- Bank of AmericaNov 2016 to Apr 2021
- Merrill LynchMay 2016 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6296432
- Firm CRD
- 286340