Brandi
Lobato
Eversource Wealth Advisors, LLC
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About this Advisor
Brandi Lobato is a financial advisor based in Boca Raton, Florida, working with Eversource Wealth Advisors, LLC. Brandi has previously held positions at Merrill Lynch, UBS Financial Services, FIS Global, Farm House Kitchen, Racks Downtown Eatery, Northwestern Mutual, Sonic Drive-In, Florida Atlantic University, University of Kansas, Bank of America, Securities America, Inc, Fortune 360 Group LLC, and Eversource Wealth Advisors. Brandi has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Brandi is part of Eversource Wealth Advisors, LLC, which operates out of Boca Raton, Florida. The firm has 21 offices and 59 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eversource Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$2,694,361,660
59
8,119
$331,859
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brandi Lobato Work History
Eversource Wealth Advisors
Fortune 360 Group LLC
Securities America, Inc
Merrill Lynch
Bank Of America
Merrill Lynch
Ubs Financial Services
Fis Global
Farm House Kitchen
Northwestern Mutual
Florida Atlantic University
Racks Downtown Eatery
University Of Kansas
Sonic Drive In
Disclosures
Please visit the SEC profile of Brandi Lobato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eversource Wealth Advisors, LLC
Knoxville, TN
Jacksonville, FL
Jacksboro, TN
Birmingham, AL
Birmingham, AL
Jackson, MS
Fairfax, VA
Mckinney, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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