Michael
O'Donnell
Evergreen Advisors, LLC
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About this Advisor
Michael O'Donnell is a financial advisor based in Chattanooga, Tennessee, working with Evergreen Advisors, LLC. Michael has previously held a position at Evergreen Advisors, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Michael is part of Evergreen Advisors, LLC, which operates out of Chattanooga, Tennessee. The firm has 6 employees and manages assets totaling $397.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Evergreen Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
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Evergreen Advisors, LLC Brokerage Details
$397,341,149
6
1,360
$292,163
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Michael O'Donnell Work History
Evergreen Adivsors, LLC
Disclosures
Please visit the SEC profile of Michael O'Donnell 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 Advisors, LLC
Chattanooga, TN
Chattanooga, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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