Evergreen Wealth Advisors, LLC

Evergreen Wealth Advisors, LLC (CRD# 120942) is a financial advisory firm headquartered in Frederick, MD. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
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.

MD, PA

Financial Advisors at Evergreen Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kathleen M. Davis
CRD#: 4609818
70 Thomas Johnson Drive, Suite 100, Frederick, MD 21702
93
Wealthminder
score

Kathleen Davis (CRD# 4609818) is an Investment Advisor Representative working at Evergreen Wealth Advisors, LLC in Frederick, MD and has over 14 years of experience in the finance industry.

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