John Robertson, financial advisor Sandy UT

John Robertson

CRD Number: 4744120
Current Firm: Evergreen Capital Management, Inc.

John Robertson (CRD# 4744120) is an Investment Advisor Representative working at Evergreen Capital Management, Inc. in Sandy, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Evergreen Capital Management Salt Lake City, UT Apr 1996 - Current 24

John Robertson has no recent exams reported.
Contact Info for John A. Robertson
Phone Number: 801-750-3359
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $897,360
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

UT

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