David
Sandhu

Eversource Wealth Advisors, LLC

CRD#7034863
Investment Advisor
in Fort Worth, TX

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About this Advisor

David Sandhu is a financial advisor based in Fort Worth, Texas, working with Eversource Wealth Advisors, LLC. David has previously held positions at Raytheon, Wise Wealth, LLC, Lockheed Martin, Space Exploration Technologies, Fathom Realty, Exp Realty, Kelle Williams Realty, Elle Properties, LLC, Kenneth Copeland Bible College, L3 Harris Corporation, and Eversource Wealth Advisors. David has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, David is part of Eversource Wealth Advisors, LLC, which operates out of Fort Worth, Texas. 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4500 Mercantile Plaza Ste 300
Fort Worth, TX 76137

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Eversource Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,694,361,660

TX Average: $1,620,585,161
Total Number of Employees

59

TX Average: 52
Total Number of Accounts

8,119

TX Average: 1,560
Average Account Size

$331,859

TX Average: $1,038,837

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

David Sandhu Work History

2023 - Present (1 year)

Eversource Wealth Advisors

2021 - Present (3 years)

L3 Harris Corporation

2017 - Present (7 years)

Elle Properties, LLC

2018 - 2023 (5 years)

Wise Wealth, LLC

2018 - 2021 (3 years)

Fathom Realty

2018 - 2018 (< 1 year)

Kenneth Copeland Bible College

2017 - 2019 (2 years)

Lockheed Martin

2017 - 2018 (1 year)

Exp Realty

2015 - 2017 (2 years)

Space Exploration Technologies

2015 - 2017 (2 years)

Kelle Williams Realty

2009 - 2015 (6 years)

Raytheon

Disclosures

Please visit the SEC profile of David Sandhu 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

James Vandenheuvel
Jacksonville, FL
Ezekiel Ortiz-Clark
Knoxville, TN
Micky Reeves
Mckinney, TX
Joseph Simpson
Jackson, MS
Grant Twogood
Scottsdale, AZ
Timothy Lewis
Reno, NV
Kelly Conner Haslbeck
Fairfax, VA
Conor Maguire
Fairfax, VA

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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