David Bernard Curran
Investment adviser representative at Eversource Wealth Advisors, LLC
14 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
14 years in the industry.
- Eversource Wealth Advisors, LLCJun 2023 to now
- Bernard Coaching Company, LLCOct 2019 to now
- Somerset AdvisoryOct 2020 to May 2023
- UnemployedOct 2018 to Oct 2019
- Jh RanchSep 2012 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 7952058
- Firm CRD
- 286340