Megan Margarete Richardson
Investment adviser representative at Evergreen Capital Management LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.2BFirm assets
Are you Megan Margarete Richardson? Claim your profile
Contact this firm
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
9 years in the industry.
- Evergreen Capital Management LLCJun 2024 to now
- Allium Financial, LLCMar 2024 to Jun 2024
- Horst & Graben Wealth Management, LLCJun 2018 to Jan 2024
- Royal Alliance AssociatesApr 2016 to Dec 2019
- Cgc Financial ServicesSep 2015 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6339729
- Firm CRD
- 104931