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Natalie Gentry Liddell

Evercore Group LLC

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About Natalie Gentry Liddell

Natalie Liddell is a financial professional with Evercore Group LLC. Natalie has been working in the financial industry since 2018. Natalie is registered with FINRA and holds the Series 79, Series 63 and SIE licenses. Natalie is licensed in 37 states.

Firm Information

Natalie Liddell is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

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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Natalie Liddell’s Registration & Firm History

TX

09/05/2018 - Present

Evercore Group LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Natalie Gentry Liddell.
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