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Jeffrey Richard Kinderman

Evergreen Advisors Capital, LLC

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About Jeffrey Richard Kinderman

Jeffrey Richard Kinderman is a financial advisor with over 15 years of experience. Jeffrey is currently registered with Evergreen Advisors Capital, LLC in Maryland and holds the Series 7, Series 27, Series 63 and Series 79TO licenses. Jeffrey has previously worked at ORACLE CAPITAL SECURITIES, LLC.

Firm Information

Jeffrey Kinderman is currently registered with Evergreen Advisors Capital, LLC. Evergreen Advisors Capital, LLC is a Limited Liability Company formed in June 2012 and is registered with the SEC and in 12 states.

Not reported

Assets Under Management

Not reported

Total Clients

10

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.

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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Jeffrey Kinderman’s Registration & Firm History

MD

01/17/2023 - Present

Evergreen Advisors Capital, LLC (COLUMBIA MD)

AZ

05/20/2008 - 02/29/2012

ORACLE CAPITAL SECURITIES, LLC (TUCSON AZ)

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Licenses & Designations

BC

Issued 03/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2008

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/13/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 03/03/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Richard Kinderman. Review regulatory record here.
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