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Terry Edward Adelmann

Evergreen Investment Management, LLC

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About Terry Edward Adelmann

Terry Adelmann is an investment advisor representative with Evergreen Investment Management, LLC. Terry Adelmann is licensed in Arizona. Terry Adelmann has been in the industry since November 1978. Terry Adelmann also has experience with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Terry Adelmann specializes in portfolio management for individuals.

Firm Information

Terry Adelmann is currently registered with Evergreen Investment Management, LLC. Evergreen Investment Management, LLC is an investment advisor registered with the SEC and based in [Location]. The firm manages approximately $13,000,000 in assets for 83 clients, including individuals and high-net-worth individuals. The firm provides portfolio management services for individuals.

$13.00M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Terry Adelmann’s Registration & Firm History

CO

06/10/2020 - Present

Evergreen Investment Management, LLC (HIGHLANDS RANCH CO)

AZ

10/05/2009 - 10/22/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Phoenix AZ)

AZ

03/27/2009 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (SCOTTSDALE AZ)

AZ

11/06/1990 - 03/31/2009

WACHOVIA SECURITIES, LLC (SCOTTSDALE AZ)

NY

02/15/1988 - 12/04/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

11/01/1978 - 02/15/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 02/26/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Terry Edward Adelmann. Review regulatory record here.
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