William Evans, financial advisor Marion VA

William Evans

CRD Number: 5375352
Current Firm: Capital Advisor Network

William Evans (CRD# 5375352) is an Investment Advisor Representative working at Capital Advisor Network in Marion, VA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Advisor Network, LLC Lafayette, IN Aug 2018 - Current 5
Evans Financial Marion, VA Jan 2010 - Current 14
Center Street Securities Nashville, TN Oct 2020 - Dec 2021 1
Brookstone Capital Management, LLC Wheaton, IL Feb 2011 - Aug 2018 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
S66 NASAA Uniform Combined State Law Examination Feb 2008
S63 Uniform Securities State Law Examination Sep 2020
Contact Info for William P. Evans
Phone Number: 765-588-1647
Firm Website: https://www.evansfs.com/
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    1,007
    ACCOUNTS
  • Average Account Value
    $95,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, IA, IL, IN, KY, LA, MI, MO, NH, TN, TX, VA, WI

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