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Stephen Richard Searle is a financial advisor professional located in Highlands Ranch, CO. They specialize in financial advisory. With over 36 years of experience, they bring deep expertise to every client.
Stephen Richard Searle - Evergreen Investment Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Stephen Richard Searle operates Evergreen Investment Management, LLC in Highlands Ranch, Colorado. With 36 years in the financial advisory industry, Searle brings extensive experience to investment management and financial planning. The firm holds a FINRA CRD license (number 728122), which governs its operations in securities and investment advisory services. Clients working with Evergreen Investment Management can expect guidance grounded in decades of market experience and regulatory compliance.
A FINRA CRD license indicates the advisor is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing brokers and investment professionals in the United States. This registration means the advisor has passed required examinations, undergone background checks, and operates under FINRA's rules and supervision. Clients can verify the license and review disciplinary history through FINRA's public database, which provides transparency into the advisor's regulatory standing and any complaints or enforcement actions.