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Megan Margarete Richardson

Evergreen Capital Management LLC

Lake Oswego, OR

Bellevue, WA

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Current Employers
Evergreen Capital Management Llc

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-07-05
  • OR RA
    APPROVED
    Since 2024-07-05

Branch Locations

16325 Boones Ferry Road Suite 100, Lake Oswego, OR 97035 • United States

1412 112Th Ave Ne Suite 100, Bellevue, WA 98004 • 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
Cgc Financial Services Lake Oswego OR 01/2018 10/2018
Cgc Financial Services Lake Oswego OR 09/2015 01/2018
Royal Alliance Associates Lake Oswego OR 05/2016 12/2016
Royal Alliance Associates Lake Oswego OR 04/2016 12/2019
Horst & Graben Wealth Management, Llc Lake Oswego OR 06/2018 01/2024
Allium Financial, Llc Lake Oswego OR 03/2024 06/2024
Evergreen Capital Management Bellevue WA 06/2024 Present
  • 01/2018 → 10/2018
    Cgc Financial Services
    Lake Oswego, OR
  • 09/2015 → 01/2018
    Cgc Financial Services
    Lake Oswego, OR
  • 05/2016 → 12/2016
    Royal Alliance Associates
    Lake Oswego, OR
  • 04/2016 → 12/2019
    Royal Alliance Associates
    Lake Oswego, OR
  • 06/2018 → 01/2024
    Horst & Graben Wealth Management, Llc
    Lake Oswego, OR
  • 03/2024 → 06/2024
    Allium Financial, Llc
    Lake Oswego, OR
  • 06/2024 → Present
    Evergreen Capital Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-09
  • S66 Uniform Combined State Law Examination
    2016-05-09
Designations

View on SEC IAPD

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CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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