Evergreen Advisors, LLC
Evergreen Advisors, LLC (CRD# 149861) is a financial advisory firm headquartered in Chattanooga, TN. They manage $368,469,659 in 1,228 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management368MILLION
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Total Number of Accounts1,228ACCOUNTS
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Average Account Value$300,057
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AL, FL, GA, LA, NC, TN, TX
Michael O'donnell (CRD# 5208004) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 14 years of experience in the finance industry. Michael O'donnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Place (CRD# 1209703) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 38 years of experience in the finance industry. James Place has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.