EB
Edward Barone
from Evergreen Wealth Solutions, LLC
Edward Barone is a financial advisor based in Pennsylvania, Williamsport,
with 24 years of experience. Edward currently works for
Evergreen Wealth Solutions, LLC.
Edward maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Edward Barone works at Evergreen Wealth Solutions, LLC
Evergreen Wealth Solutions, LLC is a financial advisory firm based in Williamsport, Pennsylvania. It currently has approximately $317,106,861 of assets under management and employs about 9 people. Evergreen Wealth Solutions, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1000 Commerce Park Drive, Suite 416, Williamsport, Pennsylvania, 17701
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