Evergreen Financial Advisors, Inc.
Evergreen Financial Advisors, Inc. (CRD# 154635) is a financial advisory firm headquartered in Portland, OR. They manage $69,295,500 in 196 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management69MILLION
Total Number of Accounts196ACCOUNTS
Average Account Value$353,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, OR, TX, WA
Nelson Rutherford (CRD# 4655868) is an Investment Advisor Representative working at Evergreen Financial Advisors, Inc. in Portland, OR and has 1 year of experience in the finance industry. Nelson Rutherford 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.