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Jeffrey B Dicks

Evergreen Capital Management LLC

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About Jeffrey B Dicks

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.

Firm Information

Jeffrey Dicks is currently registered with Evergreen Capital Management LLC. Evergreen Capital Management LLC is an investment advisor located in BELLEVUE, WA, United States. They manage over $4.55 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pooled investment vehicles, and pension plans. The firm offers a range of services including financial planning, portfolio management, and educational seminars.
Evergreen Capital Management LLC

1412 112TH AVE NE

BELLEVUE, WA 98004

$4.55B

Assets Under Management

1

Total Clients

23

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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unsolicited investment advice on an ad hoc basis

Unsolicited investment advice on an ad hoc basis

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Negotiated fees for ad hoc unsolicited investment advice

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Jeffrey Dicks’s Registration & Firm History

WA

07/06/2012 - Present

Evergreen Capital Management LLC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 06/26/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey B Dicks.
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