Debora A. Majher

EVERGREEN WEALTH LLC

Mentor, OH 44060

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CRD#: 5585370

Professional summary

Debora Ann Majher, who also goes by Debbi Giltz, is a registered financial advisor currently at EVERGREEN WEALTH LLC located in Mentor, Ohio.

Debora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Debora has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debbi Giltz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Debora A. Majher, Sole Proprietor; Mentor, OH; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 01/2010; Approximately 80 hours per month spent; Approximately 0 hours during trading hours spent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debora Ann Majher's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 11, 2023 - Present

EVERGREEN WEALTH LLC

Office #1: 7537 Mentor Ave Ste 208, Mentor, OH 44060

RIA

CRD#: 323244

Mentor, OH

Past

July 8, 2016 - December 31, 2022

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Mentor, OH

Past

January 18, 2012 - July 12, 2016

LEGEND ADVISORY, LLC

RIA

CRD#: 104761

INDEPENDENCE, OH

Past

January 17, 2012 - July 12, 2016

LEGEND EQUITIES CORPORATION

CRD#: 30999

INDEPENDENCE, OH

Past

February 18, 2010 - January 20, 2012

EQUITABLE ADVISORS, LLC

CRD#: 6627

CLEVELAND, OH

Past

October 24, 2008 - March 4, 2009

AMERICAN FAMILY SECURITIES, LLC

CRD#: 104433

MAYFIELD HEIGHTS, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/23/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERGREEN WEALTH LLC

EVERGREEN RETIREMENT SERVICES | EVERGREEN WEALTH LLC | EVERGREEN RETIREMENT SERVICES LLC

CRD#: 323244 / SEC#:

Ohio

Registered Investment Advisory firm - (1/11/2023 Approved)

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Contact information

Main Address

7537 Mentor Ave Ste 208, Mentor, OH 44060

Mailing Address

1607 Oakmount Rd., South Euclid, OH 44121

Phone number

(440) 306-8349

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 762,592

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.

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Debora A. Majher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debora Ann Majher's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERGREEN WEALTH LLC

GRADIENT ADVISORS, LLC

LEGEND ADVISORY, LLC

LEGEND EQUITIES CORPORATION

EQUITABLE ADVISORS, LLC

AMERICAN FAMILY SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2016

Series 63

Date: 11/25/2008

SIE

Date: 7/12/2016

Series 6

Date: 10/23/2008

Current Firm

EVERGREEN WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERGREEN WEALTH LLC

TRUST BUT VERIFY

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