DS
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David Sims

15 Years of Experience
Little Rock, AR
1 DisclosureSells Insurance

David Sims is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Little Rock, AR, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
4,050 clients
Average Client Portfolio
$976K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10800 Financial Centre Parkway, Suite 280, Little Rock, AR, 72211

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History

Regulatory History (1)
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Customer Dispute
August 2025
Pending
Other Business ActivitiesSells Insurance

David is a licensed attorney providing legal services, and serves as General Counsel, Director, and President of Church Mortgage and Loan Corporation. He is also a licensed insurance agent and the owner of BRS Consulting, Inc., and the Managing Member of Florida Ketamine Holdings, LLC.

Employment History
Current Registrations
Eversource Wealth Advisors, LLC
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Brs Financial LLC
August 2011 - November 2024 · 13 yrs 3 mos
Strongtower Financial, INC.
June 2010 - June 2011 · 1 yr
Royal Advisors, LLC
March 2010 - April 2010 · 1 mo
State Registrations2 states
ARTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.