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William Paul Evans III

Advisor at Capital Advisor Network — Marion, VA

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

15 years

Location

Marion, VA 24354

Capital Advisor Network logo

Capital Advisor Network

Team

Total advisors

8

Across 4 offices

Clients per advisor

113 Very High

Avg AUM per client

$135,281 Very Low

HNW client ratio

7% Very Low

About

William Evans III is a financial advisor at Capital Advisor Network with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Center Street Securities and Brookstone Capital Management. Outside of his advisory role, Mr. Evans is involved in independent insurance sales, owns Granite 401k Advisors which provides administrative and consulting services for employer-sponsored retirement plans, and participates in consulting activities with Appalachian Strategy Group, LLC, where he assists with tax equity and planning services and makes client referrals to a law firm. Capital Advisor Network serves a diverse client base including individual and high-net-worth investors, institutions, charitable organizations, trusts, and retirement plans. The firm employs a data-driven, tactical approach to asset allocation and offers discretionary and non-discretionary investment management, financial planning, retirement plan advisory, and access to private investment opportunities.

Client services

Based on Capital Advisor Network

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Expertise

Based on Capital Advisor Network

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Capital Advisor Network

Founder/Business Owner Executive

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Fee options

Fixed

Starting at $1,500, negotiable based on complexity and engagement

Project-based

Starting at $1,500, negotiable based on complexity and engagement

Other

Account minimum: $5,000

Location

See office

Marion, VA

115 East Main Street

Marion VA 24354

Advisors at this office

3

Most active in

Texas · Virginia

Work history

15 years of industry experience

Center Street Securities

2020 - 2021 • 1 year

Nashville, TN

Capital Advisor Network, Llc

2018 - Present • 8 years

Lafayette, IN

Brookstone Capital Management, LLC

2011 - 2018 • 7 years

Wheaton, IL

Evans Financial

2010 - Present • 16 years

Marion, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John E

Series 65

Marion, VA

Creed Evans Financial Advisory, LLC

John Evans is the sole advisor at Creed Evans Financial Advisory, LLC in Marion, VA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Team Rubicon and Athena Consulting, as well as a compensated trustee position for a family trust. Creed Evans Financial Advisory offers investment management and integrated financial planning services, utilizing both passive and active strategies across a range of asset classes, and serves a diverse client base that includes individuals, institutional investors, and government entities.

Wealth management Tax-loss harvesting Active portfolio management Passive / index investing Retirement withdrawal strategies
user avatar

Marion F

Series 65

Marion, VA

Capital Advisor Network

Marion Fleshman is a financial advisor at Capital Advisor Network with six years of industry experience. She holds the Series 65 designation and has worked at Capital Advisor Network since 2019. In addition to her advisory role, she serves as a bookkeeper for the Rye Valley Water Authority and is a 5% owner of Duchess Dairy Products. Capital Advisor Network is a six-advisor team providing investment management, financial planning, and retirement plan advisory services to individuals, institutions, and other entities. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, utilizing a range of investment vehicles and technology tools to support portfolio monitoring and reporting.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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William J

Series 63, Series 65

Marion, VA

Capital Advisor Network

William Johnson is a financial advisor at Capital Advisor Network with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Shirleys Market for over two decades. Capital Advisor Network is a six-advisor team managing approximately $99.5 million in client assets, serving individuals, institutions, charitable organizations, government entities, and trusts. The firm employs data-driven, algorithmic investment strategies and tactical asset allocation, integrating third-party money managers and technology tools to support portfolio management and financial planning.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Lori R

Series 66

Marion, VA

Davenport & Company LLC

Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 credential and two years of industry experience. Prior to joining Davenport, she held roles at Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Teleperformance. Outside of her advisory work, she has been involved with Suburban Christian Church. Davenport & Company serves individual and institutional clients with a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory offerings. The firm’s asset management features dedicated portfolio teams and oversees multiple mutual funds and separate account strategies.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Thomas G

Series 63, Series 65

Marion, VA

Davenport & Company LLC

Thomas Graham is a financial advisor at Davenport & Company LLC with 39 years of industry experience. He held a long tenure at Edward D. Jones & Co. from 1994 to 2023 before joining Davenport in 2023. Outside of his advisory work, he is involved in community activities, serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building restorations through property development projects. Davenport & Company serves individual and institutional clients with asset management, brokerage, fixed income, public finance, and advisory services. The firm organizes asset management through dedicated portfolio teams and offers a variety of investment programs including separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Options & derivatives strategies Tax-loss harvesting Active portfolio management Wealth management Founder/Business Owner Retired
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Greg S

Series 63, Series 65

Marion, VA

Cetera

Greg Sayers is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Horace Mann Companies and The Bank of Marion prior to his current role. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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