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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mills Hay is an investment advisor representative at Evergreen Capital Management LLC. David has been in the industry since 1979 and is registered with the state of Washington and California. David is also a Series 63 and Series 65 licensed individual. David has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. David offers a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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
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2
WA
06/24/2002 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
NY
07/23/1990 - 07/02/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/06/1979 - 11/19/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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