Mc Kinney, TX East Davis Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$3,839,665,736
ClientsTotal clients
3,255
AdvisorsAdvisors at this office
3
Of 76 advisors across 38 offices
Location
300 East Davis Street, Suite 124
Mc Kinney TX 75069
Advisors at this office
3
Advisors at this office
Luke M
Series 65
McKinney, TX
Eversource Wealth Advisors, LLC
Luke Martin is a financial advisor with Eversource Wealth Advisors, LLC in McKinney, TX, holding a Series 65 designation and one year of industry experience. Prior to joining EverSource, he worked at Brasfield and Gorrie and spent time at Auburn University Harbert College of Business. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, alongside turnkey asset management and sub-advisory solutions, utilizing multiple investment programs and platforms tailored to client profiles and values.
Micky R
CFP®, Series 63, Series 65
McKinney, TX
Eversource Wealth Advisors, LLC
Micky Reeves is a financial advisor at EverSource Wealth Advisors, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining EverSource in 2021, he worked for Buckingham Asset Management, LLC from 2013 to 2021. EverSource serves a range of clients including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through multiple investment programs and private markets platforms, providing tailored advice to clients and advisors nationwide.
Abigail C
CFP®, Series 65
McKinney, TX
Eversource Wealth Advisors, LLC
Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.
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