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David Bernard Curran

Investment Adviser Representative at Eversource Wealth Advisors, LLC

Birmingham, ALCRD #7952058Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

David Bernard Curran is an investment adviser representative with Eversource Wealth Advisors, LLC in Birmingham, AL, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Alabama.

Office

3500 Colonnade Parkway, Suite 150
Birmingham, AL 35243

Advisors at this office: 14

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/10/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eversource Wealth Advisors, LLCCurrent
7/10/2024 – Birmingham, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. JH Ranch
    Sep 2012 – Oct 2018Birmingham, AL
  2. Unemployed
    Oct 2018 – Oct 2019Birmingham, AL
  3. Bernard Coaching Company, LLC
    Oct 2019 – no end date reportedBirmingham, AL
  4. Somerset Advisory
    Oct 2020 – May 2023Birmingham, AL
  5. EverSource Wealth Advisors, LLC
    Jun 2023 – no end date reportedBirmingham, AL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Eversource Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • Tier 12.00%
  • Tier 2—

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial Planning and Asset Management

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Financial PlanningAsset ManagementWealth ManagementInvestment PlanningValues-based PlanningPortfolio Management

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
74
Offices listed on AdvisorFinder:
18
Main office:
Birmingham, AL
SEC file number:
801-119192

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Eversource Wealth Advisors, LLC

Showing 12 of 74 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Bernard Curran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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