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Victoria Marie Fisher

Investment adviser representative at Evergreen Capital Management LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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

13 years in the industry.

  1. Evergreen Capital Management LLCJun 2019 to now
  2. Yis CapitalDec 2017 to Jun 2019
  3. Morgan StanleyJan 2013 to Nov 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
1948168
Firm CRD
104931
Advisor's SEC record (opens in a new tab)
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