Peter Schopen, financial advisor Golden CO
93 score

Peter Schopen

CRD Number: 1922158
Current Firm: Evergreen Investing, LLC

Peter Schopen (CRD# 1922158) is an Investment Advisor Representative working at Evergreen Investing, LLC in Golden, CO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
P. A. Schopen & Associates, LLC Golden, CO Jan 2018 - Current < 1
Evergreen Investing, LLC Golden, CO Jun 2017 - Current 1
P.a. Schopen & Associates LLC Golden, CO Oct 2002 - Current 15
Raymond James Financial Services Advisors, Inc. Golden, CO Jan 2009 - Jun 2017 8
Raymond James Financial Services, Inc. Golden, CO Oct 2000 - Jun 2017 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Peter A. Schopen
Phone Number: 303-800-6350
Registered State(s):
  • CO
  • TX
Current Firm Details
Evergreen Investing, LLC
Firm's CRD Number: 150006
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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