Stephen Searle (CRD# 728122) is an Investment Advisor Representative working at Evergreen Investment Management, LLC in Highlands Ranch, CO and has over 43 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evergreen Investment Management, LLC | Highlands Ranch, CO | Apr 2020 - Current | 4 |
| Evergreen Investment Management, LLC | Scottsdale, AZ | Dec 2017 - Apr 2020 | 2 |
| Ameriprise Financial Services, Inc. | Scottsdale, AZ | Oct 2009 - Dec 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1981 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- AZ
- CO
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts83ACCOUNTS
-
Average Account Value$156,627
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CO
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