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Chris Hawkes Packard

Evercore Group LLC

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About Chris Hawkes Packard

Chris Hawkes Packard is a financial advisor with Evercore Group LLC and has been in the industry since 2002. Chris is a registered representative with FINRA and holds licenses in 37 states. Chris has experience with international strategy & investment group LLC, guggenheim securities, LLC, and Jefferies & Company, Inc., among others.

Firm Information

Chris Packard is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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.

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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Chris Packard’s Registration & Firm History

CA

12/22/2015 - Present

Evercore Group LLC (SAN FRANCISCO CA)

CA

08/29/2013 - 12/31/2015

INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (SAN FRANCISCO CA)

CA

05/16/2012 - 08/19/2013

GUGGENHEIM SECURITIES, LLC (SAN FRANCISCO CA)

CA

07/23/2010 - 05/17/2012

JEFFERIES & COMPANY, INC. (SAN FRANCISCO CA)

CA

09/22/2008 - 04/30/2010

BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)

CA

10/29/2001 - 09/22/2008

LEHMAN BROTHERS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 03/02/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2007

Series 3 - National Commodity Futures Examination

BC

Issued 10/07/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe EDGA Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MEMX LLC

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Chris Hawkes Packard.
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