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William Paul Evans

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$86K average
Assets Under Management
$99.5M

Fee Structure

Minimum Investment:$5K
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Location

115 East Main Street, Marion, VA, 24354

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is the president of Evans Financial Services, used for financial planning and bookkeeping, dedicating full-time hours. He also engages in independent insurance sales, focusing on life and annuity products, for about 10-20% of his time, and is a member of a real estate investment company, 34 LLC, spending a few hours per week.

Employment History
Current Registrations
Capital Advisor Network
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Center Street Securities, INC.Broker
October 2020 - January 2022 · 1 yr 3 mos
Brookstone Capital Management LLC
February 2011 - August 2018 · 7 yrs 6 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.