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Eric Richard Hull

Evergreen Wealth Advisors, Inc.

Lafayette, CA

CRD 1886611

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Employer firm

Evergreen Wealth Advisors, Inc. CRD 136947

$96.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Evergreen Wealth Advisors, Inc.

Lafayette, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2006-01-19
  • CA RA
    APPROVED
    Since 2006-01-19

Branch Locations

Lafayette, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evergreen Wealth Advisors, Inc. Lafayette CA 06/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-07
  • S63 Uniform Securities Agent State Law Examination
    1991-06-07
Designations
  • Chartered Financial Analyst
Other Names
  • Eric R Hull

View on SEC IAPD

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