Unclaimed
Jeffrey Dicks is an investment advisor representative at Evergreen Capital Management LLC. Jeffrey has been registered as an investment advisor representative since July 2012. Jeffrey has a Series 65 license. Jeffrey specializes in providing investment advice to individuals, businesses, high-net-worth individuals, and pooled investment vehicles. Jeffrey is also involved in financial planning, providing education seminars, and selecting other advisors. Jeffrey also coached football at Bellevue High School from August 2011 to December 2011.
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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WA
07/06/2012 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
IA
Issued 06/26/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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