Kevin Wayne Crumly
Investment adviser representative at Evergreen Wealth
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Evergreen WealthMar 2014 to now
- Evergreen Wealth A/k/a Crumly & Assoc.,inc. & Troxell FinancialJan 2011 to now
- Mutual Securities, Inc.Jun 2018 to Jul 2020
- LPL Financial, LLCNov 1998 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TX).
Evergreen Wealth
Legal name: Crumly and Associates, Incorporated
$1.2BAssets managed
679Clients
6Advisers
11 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
- 2447307
- Firm CRD
- 168998