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Detailed Report
MEGAN MARGARETE RICHARDSON
CRD#: 6339729
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Investment Adviser
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Previous Broker
EVERGREEN CAPITAL MANAGEMENT LLCCRD#: 104931 1412 112TH AVE NE
SUITE 100
BELLEVUE, WA 98004
Registration History
20162017201820192020202120222023202420252026IAEVERGREEN CAPITAL MANAGEMENT LLC (CRD# 104931)2024 - Present (1 year)BROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2016 - 2019 (3 years)IAALLIUM FINANCIAL ADVISORS, LLC (CRD# 288462)2024 - 2024 (<1 year)IAHORST & GRABEN WEALTH MANAGEME... (CRD# 297368)2018 - 2024 (5 years)IACGC FINANCIAL SERVICES (CRD# 155446)2018 - 2018 (<1 year)IAROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)2016 - 2016 (<1 year)
License(s)

State Registrations

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Oregon 7/5/2024
Current Registration(s)
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EVERGREEN CAPITAL MANAGEMENT LLC (CRD#:104931)
1412 112TH AVE NE SUITE 100, BELLEVUE, WA 98004
Registered with this firm since 7/5/2024
Previous Registration(s)
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 03/05/2024 - 06/17/2024 ALLIUM FINANCIAL ADVISORS, LLC (CRD#:288462) LAKE OSWEGO, OR
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 06/29/2018 - 02/01/2024 HORST & GRABEN WEALTH MANAGEMENT, LLC (CRD#:297368) LAKE OSWEGO, OR
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 04/25/2016 - 12/19/2019 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) LAKE OSWEGO, OR
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 02/13/2018 - 10/05/2018 CGC FINANCIAL SERVICES (CRD#:155446) LAKE OSWEGO, OR
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 05/10/2016 - 12/31/2016 ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131) LAKE OSWEGO, OR
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.