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Andrew C Harris

Evergreen Wealth Solutions, LLC

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About Andrew C Harris

Andrew C. Harris is a financial advisor with Evergreen Wealth Solutions, LLC. Andrew has been in the industry for over 20 years and is registered to provide investment advice in Pennsylvania and Texas. He provides financial planning, selection of other advisors, and portfolio management for individuals. Andrew has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals.

Firm Information

Andrew Harris is currently registered with Evergreen Wealth Solutions, LLC. Evergreen Wealth Solutions, LLC is a registered investment advisor based in Williamsport, PA, with a total of $390,570,332 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Their client base includes individuals, corporations, charitable organizations, and high-net-worth individuals.
Evergreen Wealth Solutions, LLC

1000 COMMERCE PARK DRIVE

WILLIAMSPORT, PA 17701

$390.57M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Harris’s Registration & Firm History

PA

05/31/2019 - Present

Evergreen Wealth Solutions, LLC (WILLIAMSPORT PA)

PA

09/18/2015 - 04/05/2019

COMMONWEALTH FINANCIAL NETWORK (WILLIAMSPORT PA)

PA

01/01/2004 - 09/17/2015

VOYA FINANCIAL ADVISORS, INC. (TOWANDA PA)

IA

03/25/2002 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

OH

06/22/2001 - 02/01/2002

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 04/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/21/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Andrew C Harris. Review regulatory record here.
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