Debora Majher (CRD# 5585370) is an Investment Advisor Representative working at Evergreen Retirement Services in Mentor, OH and has over 15 years of experience in the finance industry.
CRD# 6535471
Commonwealth Financial Network
CRD# 2493801
Lincoln Investment
CRD# 6347040
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evergreen Wealth Llc Dba Evergreen Retirement Services | Mentor, OH | Sep 2022 - Current | 1 |
| Debora A. Majher, Sole Proprietor | Mentor, OH | Jan 2010 - Current | 14 |
| Gradient Advisors, LLC | Arden Hills, MN | Jul 2016 - Dec 2022 | 6 |
| Evergreen Financial Group, LLC | Mentor, OH | May 2016 - Dec 2022 | 6 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jan 2012 - Jul 2016 | 4 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Jan 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- OH
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$53,982
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
OH
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