Endel
Liias
Eversource Wealth Advisors, LLC
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About this Advisor
Endel Liias is a financial advisor working in Arlington, Virginia with a total of 1 year of relevant experience. Liias is an employee of Eversource Wealth Advisors, LLC. During their career, Liias has held roles at Nexus Impact Advisors, Global Health Visions, The Carpenter'S Fund, Eversource Wealth Advisors, LLC and America Abroad Media. Liias maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Virginia. Eversource Wealth Advisors, LLC is a company operating out of Birmingham, AL. The firm has offices in 11 locations and a total of 40 advisors. It oversees $2 billion in total assets across its 4,774 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to two charitable organizations. Of its 4,774 customer accounts, 58% belong to high-net-worth clients who have at least $1 million in investable assets. Eversource Wealth Advisors, LLC provides a diverse range of services, such as 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. A financial advisor's fees usually depend on which services are provided. Fee types charged by Eversource Wealth Advisors, LLC most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eversource Wealth Advisors, LLC Brokerage Details
$1,807,761,235
40
4,774
$378,668
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
Endel Liias Work History
Endel has been registered as a financial advisor for 1 years.*
Eversource Wealth Advisors, LLC
Nexus Impact Advisors
Global Health Visions
The Carpenter'S Fund
America Abroad Media
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Endel Liias 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
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Arlington, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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