Evergreen Wealth Services
Evergreen Wealth Services (CRD# 307675) is a financial advisory firm headquartered in Mooresville, NC. They manage $27,182,000 in 52 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$522,731
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, VA
Financial Advisors at Evergreen Wealth Services
No Advisor Found.
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