Evergreen Advisors, LLC

Evergreen Advisors, LLC (CRD# 149861) is a financial advisory firm headquartered in Chattanooga, TN. They manage $155,403,346 in 805 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
http://www.evergreenadvisors.com
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $193,048
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, NC, TN, TX

Financial Advisors at Evergreen Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Chrisman, financial advisor Chattanooga TN
William J. Chrisman
CRD#: 1571275
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
93
Wealthminder
score

William Chrisman (CRD# 1571275) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 30 years of experience in the finance industry.

2
Michael O'donnell, financial advisor Chattanooga TN
Michael P. O'donnell
CRD#: 5208004
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
93
Wealthminder
score

Michael O'donnell (CRD# 5208004) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 9 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.

3
James Place, financial advisor Chattanooga TN
James H. Place
CRD#: 1209703
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
86
Wealthminder
score

James Place (CRD# 1209703) is an Investment Advisor Representative working at Evergreen Advisors, LLC in Chattanooga, TN and has over 33 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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