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
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421
http://www.evergreenadvisors.com
By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    1,360
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Michael O'donnell, financial advisor Chattanooga TN
Michael P. O'donnell
CRD#: 5208004
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN 37421

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

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.

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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