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Edward Vincent Barone

Evergreen Wealth Solutions, LLC

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About Edward Vincent Barone

Edward Vincent Barone is an investment advisor representative with Evergreen Wealth Solutions, LLC in Williamsport, Pennsylvania. Edward has been in the securities industry since 2000. Edward is registered with the state of Pennsylvania. Edward has passed the Series 6, 7, 63, and 66 exams. Edward has experience with high-net-worth individuals, charitable organizations, and corporations or other businesses. Edward also provides financial planning services.

Firm Information

Edward Barone 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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Edward Barone’s Registration & Firm History

PA

01/29/2019 - Present

Evergreen Wealth Solutions, LLC (WILLIAMSPORT PA)

PA

07/07/2010 - 10/30/2018

M&T SECURITIES, INC. (WILLIAMSPORT PA)

PA

01/01/2004 - 06/11/2010

ING FINANCIAL PARTNERS, INC. (WILLIAMSPORT PA)

IA

09/27/2000 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 07/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2004

Series 7 - General Securities Representative Examination

BC

Issued 09/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Vincent Barone.
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