Evergreen Advisors, LLC
Evergreen Advisors, LLC (CRD# 149861) is a financial advisory firm headquartered in Chattanooga, TN. They manage $397,341,149 in 1,360 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management397MILLION
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Total Number of Accounts1,360ACCOUNTS
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Average Account Value$292,163
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, GA, LA, NC, TN, TX
Financial Advisors at Evergreen Advisors, LLC
1
Michael O'donnell (CRD# 5208004) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 16 years of experience in the finance industry.
2
James Place (CRD# 1209703) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 40 years of experience in the finance industry.
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