Easton R Upchurch
Investment adviser representative at Eversource Wealth Advisors, LLC
16 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
16 years in the industry.
- Eversource Wealth Advisors, LLCDec 2025 to now
- Bank of America, N.A.Sep 2022 to Nov 2025
- Merrill LynchMay 2022 to Nov 2025
- Northwestern Mutual Wealth Management CompanyNov 2021 to Apr 2022
- Northwestern Mutual Investment Services LLCMar 2021 to Apr 2022
- Northwestern Mutual Life Insurance CompanyJun 2020 to Apr 2022
- D&s Community Services:May 2018 to May 2019
- Maryville Corner MarketJun 2017 to May 2018
- StudentMar 2010 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7243812
- Firm CRD
- 286340