William J. Chrisman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Jackson Chrisman JR, who also goes by Jack Chrisman, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1986. William had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 3, 2009 - April 14, 2021
EVERGREEN ADVISORS, LLC
July 5, 2006 - December 16, 2009
HHM WEALTH ADVISORS, LLC
June 30, 2006 - October 14, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 29, 2004 - June 30, 2006
M HOLDINGS SECURITIES, INC.
May 3, 2002 - June 30, 2006
M HOLDINGS SECURITIES, INC.
December 7, 1999 - May 1, 2002
AMSOUTH INVESTMENT SERVICES, INC.
November 2, 1998 - February 11, 2000
INVEST FINANCIAL CORPORATION
April 24, 1997 - November 25, 1998
PIONEER SECURITIES, INC.
February 9, 1993 - February 5, 1996
AMSOUTH INVESTMENT SERVICES, INC.
May 4, 1992 - April 19, 1993
MARKETING ONE SECURITIES, INC.
August 30, 1989 - April 27, 1992
DETWILER FENTON WEALTH MANAGEMENT INC
December 2, 1986 - September 26, 1989
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
EVERGREEN ADVISORS, LLC
CRD#: 149861 / SEC#: 801-70106
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EVERGREEN ADVISORS, LLC
CRD#: 149861 / SEC#: 801-70106
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,408 |
| AUM (Assets Under Management) | $ 464,867,986 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
