EVERGREEN ADVISORS, LLC

CHATTANOOGA, Tennessee·3 registered advisors·CRD# 149861
SEC# 801-701060423-933-1814
01

Firm Overview

AUM
$397M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EVERGREEN ADVISORS, LLC

3 registered advisors
James Harral Place
CHATTANOOGA, Tennessee
Jayme Place O'donnell
CHATTANOOGA, Tennessee
Michael Patrick O'donnell
CHATTANOOGA, Tennessee
05

Office Locations

CHATTANOOGA, Tennessee
3 advisors

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Data sourced from SEC Form ADV filings. EVERGREEN ADVISORS, LLC (CRD# 149861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.