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Andrew C Harris

EVERGREEN WEALTH SOLUTIONS, LLC·WILLIAMSPORT, Pennsylvania
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1000 COMMERCE PARK DRIVE, WILLIAMSPORT, PA 17701CRD# 3242291Firm CRD# 299407
01

About

Andrew C Harris is a registered financial advisor based in WILLIAMSPORT, Pennsylvania, affiliated with EVERGREEN WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERGREEN WEALTH SOLUTIONS, LLC
EVERGREEN WEALTH SOLUTIONS, LLC
AUM
$391M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3242291
Firm CRD# 299407
No disclosures on file
View on FINRA BrokerCheck →

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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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