Micky
Reeves

Eversource Wealth Advisors, LLC

CRD#3197466
Investment Advisor
in Mckinney, TX

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About this Advisor

Micky Reeves is a financial advisor based in Mckinney, Texas, working with Eversource Wealth Advisors, LLC. Micky has previously held positions at Buckingham Asset Management, LLC and Eversource Wealth Advisors, LLC. Micky has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Micky is part of Eversource Wealth Advisors, LLC, which operates out of Mckinney, 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

300 East Davis Street Ste 124
Mckinney, TX 75069

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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

Micky Reeves Work History

2021 - Present (3 years)

Eversource Wealth Advisors, LLC

2013 - 2021 (8 years)

Buckingham Asset Management, LLC

Disclosures

Please visit the SEC profile of Micky Reeves 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

Ezekiel Ortiz-Clark
Knoxville, TN
James Vandenheuvel
Jacksonville, FL
James Miller
Birmingham, AL
Kelly Conner Haslbeck
Fairfax, VA
Jonathan Tue
Jacksboro, TN
John Burch
Birmingham, AL
Grant Twogood
Scottsdale, AZ
Eric Reinhold
Eustis, FL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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