Be advised. This firm is no longer registered.

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.


Financial Advisors at Evergreen Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles J. Stevens Jr.
CRD#: 435804
Plymouth, MA

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.

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