EVERGREEN WEALTH ADVISORS of RALEIGH, NC is an SEC-registered investment adviser (CRD 326535). Regulatory assets under management: $112.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| William Hamilton Harris | OWNER; PRESIDENT/CEO | — |
| Paul Alan Bergholm | TREASURER | — |
| Corey Jameson Gomes | CHIEF COMPLIANCE OFFICER | — |
| Austen Lee Caraker | CHIEF COMPLIANCE OFFICER | — |
| HARRIS WILLIAM HAMILTON | OWNER; PRESIDENT/CEO | — |
| BERGHOLM PAUL ALAN | TREASURER | — |
| Caraker Austen Lee | CHIEF COMPLIANCE OFFICER | — |