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William Dee Houser

Investment adviser representative at Eversource Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered 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

21 years in the industry.

  1. Eversource Wealth Advisors, LLCJul 2026 to now
  2. Eversource Wealth AdvisorMay 2026 to now
  3. Houser Law Firm, P.C.Feb 2017 to now
  4. Aligned Advisors, LLCNov 2015 to Dec 2024
  5. Houser & Flournoy, P.C.Nov 2005 to Mar 2017
  6. Jordan, Houser & Flournoy, LLPNov 2005 to Mar 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (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
6586820
Firm CRD
286340
Advisor's SEC record (opens in a new tab)
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