Michelle Watson
Investment adviser representative at Evergreen Capital Management LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$7.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Evergreen Capital Management LLCMay 2017 to now
- Evergreen Captital ManagementMar 2017 to now
- Arcturus Financial, LLCFeb 2016 to May 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Evergreen Capital Management LLC
$7.2BAssets managed
1,157Clients
28Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1810398
- Firm CRD
- 104931