Michelle Watson (CRD# 1810398) is an Investment Advisor Representative working at Evergreen Capital Management LLC in Bellevue, WA and has over 34 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evergreen Captital Management | Bellevue, WA | Mar 2017 - Current | 7 |
| Arcturus Financial, LLC | Santa Rosa, CA | Feb 2016 - May 2017 | 1 |
| First Republic Bank/first Republic Investment Management | San Francisco, CA | Dec 2008 - May 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- CA
- TX
- WA
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Total Assets Under Management4,550MILLIONS
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Total Number of Accounts2,924ACCOUNTS
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Average Account Value$1,556,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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