Evergreen Wealth Solutions, LLC
Evergreen Wealth Solutions, LLC (CRD# 299407) is a financial advisory firm headquartered in Williamsport, PA. They manage $323,167,302 in 1,772 accounts and serve the financial needs of clients across 9 states (or territories).
-
Total Assets Under Management323MILLION
-
Total Number of Accounts1,772ACCOUNTS
-
Average Account Value$182,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, FL, NC, NH, NJ, NY, OH, PA, TX
Edward Barone (CRD# 4270044) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 23 years of experience in the finance industry.
James Dinsmore (CRD# 1743831) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 36 years of experience in the finance industry.
Andrew Harris (CRD# 3242291) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 21 years of experience in the finance industry.
Michael Kolb (CRD# 5234490) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 16 years of experience in the finance industry.
Todd Rishel (CRD# 2214089) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 31 years of experience in the finance industry.
Jesse Cornell (CRD# 7415875) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 2 years of experience in the finance industry.
Justin Warfel (CRD# 7815666) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has 1 year of experience in the finance industry.