Easton R Upchurch
Investment Adviser Representative at Eversource Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Easton R. Upchurch is an investment adviser representative with Eversource Wealth Advisors, LLC in Knoxville, TN, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentMar 2010 – May 2021Memphis, TN
- Northwestern Mutual Life Insurance CompanyJun 2020 – Apr 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCMar 2021 – Apr 2022Knoxville, TN
- Northwestern Mutual Wealth Management CompanyNov 2021 – Apr 2022Milwaukee, WI
- Merrill LynchMay 2022 – Nov 2025Knoxville, TN
- D&S community services:May 2018 – May 2019Alcoa, TN
- Maryville Corner MarketJun 2017 – May 2018Maryville, TN
- Bank of America, N.A.Sep 2022 – Nov 2025Knoxville, TN
- EverSource Wealth Advisors, LLCDec 2025 – no end date reportedKnoxville, TN
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
- 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
Client types the firm serves
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 profileOther advisors at Eversource Wealth Advisors, LLC
Showing 12 of 74 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Easton R Upchurch 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.
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