Unclaimed
Christopher Dankworth is an investment advisor representative with Evergreen Capital Management LLC. Christopher has been in the securities industry since 1998. Christopher is registered in California and Texas and holds the Series 63, Series 65, Series 7, Series 9 and Series 10 licenses. Christopher's previous experience includes working at Charles Schwab & Co., Inc. in San Francisco, California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
1
2
WA
03/12/2018 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
CA
07/08/1998 - 07/31/2012
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
IA
Issued 03/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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