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EVERGREEN WEALTH SOLUTIONS, LLC
EVERGREEN WEALTH SOLUTIONS, LLC
WILLIAMSPORT, Pennsylvania
·
1 registered advisor
·
CRD# 299407
SEC# 801-114485
0
570-601-6960
01
Firm Overview
AUM
$391M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at EVERGREEN WEALTH SOLUTIONS, LLC
1 registered advisor
Andrew C Harris
WILLIAMSPORT, Pennsylvania
CRD# 3242291
05
Office Locations
WILLIAMSPORT, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. EVERGREEN WEALTH SOLUTIONS, LLC (CRD# 299407) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.