Unclaimed
Megan Richardson is a financial advisor who is registered with Evergreen Capital Management LLC. Megan is a registered investment advisor in Oregon. Megan's services include financial planning, portfolio management for individuals and pooled investment vehicles, and providing unsolicited investment advice on an ad hoc basis.
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
1
2
WA
07/05/2024 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
OR
04/25/2016 - 12/19/2019
ROYAL ALLIANCE ASSOCIATES, INC. (LAKE OSWEGO OR)
BOTH
Issued 05/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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