Unclaimed Profile

Jeffrey Dale Gorsline

EVERGREEN WEALTH MANAGEMENT, LLC·WILLIAMSTON, Michigan

SIE, Series 7, Series 63, Series 66Clean record16 years registeredEVERGREEN WEALTH MANAGEMENT, LLC

319 W GRAND RIVER AVE, WILLIAMSTON, MI 48895CRD# 3239000Firm CRD# 174090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Dale Gorsline · WILLIAMSTON, MI

Registration

CRD #3239000 · EVERGREEN WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

EVERGREEN WEALTH MANAGEMENT, LLC

Jan 2015 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2011 – Apr 2015

WILLIAMSTON, MI

NEXT FINANCIAL GROUP, INC.

May 2010 – Aug 2011

WILLIAMSTON, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 18, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVERGREEN WEALTH MANAGEMENT, LLC

CRD 174090 · SEC 801-125737

AUM

$175M

Regulatory assets under management

Employees

1,307 client accounts

Services offered by EVERGREEN WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at EVERGREEN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Dale Gorsline offer?

Jeffrey Dale Gorsline specializes in Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSTON, Michigan for a consultation.

What are Jeffrey Dale Gorsline's credentials?

Jeffrey Dale Gorsline is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Dale Gorsline located?

Jeffrey Dale Gorsline is based in WILLIAMSTON, Michigan, working with EVERGREEN WEALTH MANAGEMENT, LLC. Their office serves clients in the WILLIAMSTON metropolitan area and surrounding communities.

How does Jeffrey Dale Gorsline charge for services?

Jeffrey Dale Gorsline's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERGREEN WEALTH MANAGEMENT, LLC?

EVERGREEN WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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