DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner33 years in industry

VICTORIA MARIE FISHER

Advisor at EVERGREEN CAPITAL MANAGEMENT LLC

Monroe, WA | BELLEVUE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:69b63c2d-58ff-d05c-f040-4b48d510fcc2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 21, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERGREEN CAPITAL MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 30, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 30, 1993
First registration: Nov 21, 2002
Dual registered: no
Other names: VICKI LEARNED|VICTORIA MARIE LEARNED|VICTORIA M LEARNED|VICTORIA M FISHER
IAPD individual key: 1948168

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERGREEN CAPITAL MANAGEMENT LLC	Independent wealth	Jul 23, 2019	n/a	yes	BELLEVUE, WA\|Monroe, WA	Current employment
MORGAN STANLEY	Wirehouse	Jan 8, 2013	Dec 5, 2017	no	Seattle, WA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 20, 2012	Jan 2, 2013	no	SEATTLE, WA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 16, 2010	Dec 21, 2011	no	PURCHASE, NY	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 21, 2002	Jun 15, 2010	no	NEW YORK, NY\|SEATTLE, WA\|SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	EVERGREEN CAPITAL MANAGEMENT LLC	Dec 5, 2017	Jul 23, 2019	595	Firm change after gap	Wirehouse to RIA
USAA FINANCIAL PLANNING SERVICES	MORGAN STANLEY	Jan 2, 2013	Jan 8, 2013	6	Firm change	Other
MORGAN STANLEY	USAA FINANCIAL PLANNING SERVICES	Dec 21, 2011	Apr 20, 2012	121	Firm change	Wirehouse to new firm
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 15, 2010	Jun 16, 2010	1	Firm change	Other

Relationships

Registered with (4)

→ EVERGREEN CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 23, 2019 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 8, 2013 to Dec 5, 2017factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 20, 2012 to Jan 2, 2013factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 21, 2002 to Jun 15, 2010factForm ADV

Dated events

No dated event names this entity yet.