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Victoria Marie Fisher

Evergreen Capital Management LLC

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About Victoria Marie Fisher

Victoria Marie Fisher is an investment advisor representative with Evergreen Capital Management LLC, located in Bellevue, Washington. Victoria has been in the financial services industry for over 25 years. Victoria has been registered with the state of California since 2019 and the state of Washington since 2019.

Firm Information

Victoria Fisher 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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Victoria Fisher’s Registration & Firm History

WA

07/23/2019 - Present

Evergreen Capital Management LLC (BELLEVUE WA)

WA

01/08/2013 - 12/05/2017

MORGAN STANLEY (SEATTLE WA)

WA

04/20/2012 - 01/02/2013

USAA FINANCIAL ADVISORS, INC. (SEATTLE WA)

NY

06/15/2010 - 12/21/2011

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

WA

10/23/2002 - 06/15/2010

CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)

NY

02/26/1999 - 06/14/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

08/31/1998 - 02/01/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

03/02/1998 - 07/13/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

02/05/1997 - 03/02/1998

DAIN RAUSCHER INCORPORATED

NY

08/02/1993 - 08/01/1996

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/09/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 10/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victoria Marie Fisher.
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