Jeffrey
Gorsline
Evergreen Wealth Management, LLC
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About this Advisor
Jeffrey Gorsline is a financial advisor based in Williamston, Michigan, working with Evergreen Wealth Management, LLC. Jeffrey has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Evergreen Wealth Management, and Weekend Survival Kits, Inc. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Michigan, and Texas. Currently, Jeffrey is part of Evergreen Wealth Management, LLC, which operates out of Williamston, Michigan. The firm has 2 offices and 7 employees. The firm manages assets totaling $174.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Evergreen Wealth Management, LLC includes asset-based fees.
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Evergreen Wealth Management, LLC Brokerage Details
$174,529,984
7
1,307
$133,535
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Gorsline Work History
Evergreen Wealth Management
Weekend Survival Kits, Inc
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Disclosures
Please visit the SEC profile of Jeffrey Gorsline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evergreen Wealth Management, LLC
Williamston, MI
Williamston, MI
Williamston, MI
Perrysburg, OH
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