AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JH

Justin D. Horsman

EVERGREEN ADVISORS CAPITAL
Columbia, MD 21044
Some features on this profile are disabled
CRD#: 5764124
JH

Professional summary

Justin David Horsman is a registered financial professional currently at EVERGREEN ADVISORS CAPITAL, LLC located in Columbia, Maryland.

Justin is registered as a RR (Registered Representative) and started their career in finance in 2010. Justin has worked at 2 firms and has passed the Series 63, SIE, Series 79, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin David Horsman'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

June 29, 2015 - Present

EVERGREEN ADVISORS CAPITAL, LLC

Office #1: 10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044Office #2: 10440 Little Patuxent Parkway, Columbia, MD 21044
BD
CRD#: 165072
Columbia, MD
Past

August 9, 2010 - November 4, 2013

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
OWINGS MILLS, MD

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(6/29/2015)
RR
Virginia
(6/29/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 10/22/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 10/14/2015
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/6/2010
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

EA
EVERGREEN ADVISORS CAPITAL, LLC
EVERGREEN ADVISORS CAPITAL LLC | EVERGREEN ADVISORS CAPITAL, LLC

CRD#: 165072 / SEC#: , 8-69143

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044
Mailing Address
10440 Little Patuxent Parkway 12th Floor, Columbia, MD 21044
Phone number
(410) 997-6000
Established
Maryland since 06/18/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EVERGREEN ADVISORS, LLCMANAGING MEMBER
PRICHETT, STEPHEN DUDLEYPRESIDENT4048479
BALTOVSKI, ALEXANDEROUTSOURCED FINOP2350828
KOHR, RICHARD ALLEN JR.MANAGING DIRECTOR,CFO,PFO,CCO3079942

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.

Company Information

EVERGREEN ADVISORS CAPITAL, LLC

CRD#: 165072Columbia, MD 21044

TRUST BUT VERIFY

Monitor Justin Horsman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Gary Stuart Williams
Gary WilliamsAdvisorCheck Check Mark
WILLIAMS ASSET MANAGEMENT
IAR
COLUMBIA, MD
Brian Scott Mckinney
Brian MckinneyAdvisorCheck Check Mark
WILLIAMS ASSET MANAGEMENT
IAR
COLUMBIA, MD
Lawrence Nelson Leitch
Lawrence LeitchAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
TOWSON, MD
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.