Unclaimed Profile

Andrew C Harris

EVERGREEN WEALTH SOLUTIONS, LLC·WILLIAMSPORT, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 6621 years registeredEVERGREEN WEALTH SOLUTIONS, LLC

1000 COMMERCE PARK DRIVE, WILLIAMSPORT, PA 17701CRD# 3242291Firm CRD# 299407

Profile Verification

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

Identity

Andrew C Harris · WILLIAMSPORT, PA

Registration

CRD #3242291 · EVERGREEN WEALTH SOLUTIONS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

KINTRA WEALTH, LLC

Jan 2019 – present

COMMONWEALTH FINANCIAL NETWORK

Sep 2015 – Apr 2019

WILLIAMSPORT, PA

VOYA FINANCIAL ADVISORS, INC.

Apr 2005 – Sep 2015

TOWANDA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 25, 2005

Years registered · 21

Disclosure History

2020Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

EVERGREEN WEALTH SOLUTIONS, LLC

CRD 299407 · SEC 801-114485

AUM

$391M

Regulatory assets under management

Employees

1,274 client accounts

Services offered by EVERGREEN WEALTH SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVERGREEN WEALTH SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew C Harris offer?

Andrew C Harris specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSPORT, Pennsylvania for a consultation.

What are Andrew C Harris's credentials?

Andrew C Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew C Harris located?

Andrew C Harris is based in WILLIAMSPORT, Pennsylvania, working with EVERGREEN WEALTH SOLUTIONS, LLC. Their office serves clients in the WILLIAMSPORT metropolitan area and surrounding communities.

How does Andrew C Harris charge for services?

Andrew C Harris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVERGREEN WEALTH SOLUTIONS, LLC?

EVERGREEN WEALTH SOLUTIONS, LLC has approximately 9 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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