Evergreen Financial, LLC
Evergreen Financial, LLC (CRD# 161542) is a financial advisory firm headquartered in , . They manage $500,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$55,556
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Charles Stevens Jr. (CRD# 435804) is an Investment Advisor Representative working at Evergreen Financial, LLC in Plymouth, MA and has over 37 years of experience in the finance industry.