BE
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Brian Zachary Evans

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
137 advisors
Number of Clients
6,406 clients
Average Client Portfolio
$268K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$50K
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Location

10 S Jefferson St Ste 2100, [V3/V8-Rbo], Roanoke, VA, 24011

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Navy Federal Investment Services, LLC
June 2025 - Present · 8 mos
Navy Federal Investment Services, LLC
June 2025 - Present · 8 mos
Navy Federal Investment Services, LLCBroker
June 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
May 2023 - June 2025 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
May 2023 - June 2025 · 2 yrs 1 mo
Equitable Advisors, LLC
November 2022 - March 2023 · 4 mos
Equitable Advisors, LLCBroker
October 2022 - March 2023 · 5 mos
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Zachary Evans - Financial Advisor | TrueAdvisor