William Paul Evans III
Advisor at Capital Advisor Network — Marion, VA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
15 years
Location
Marion, VA 24354
Capital Advisor Network
Team
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.
Based on Capital Advisor Network
Based on Capital Advisor Network
Starting at $1,500, negotiable based on complexity and engagement
Starting at $1,500, negotiable based on complexity and engagement
Account minimum: $5,000
Marion, VA
115 East Main Street
Marion VA 24354
Advisors at this office
3
Texas · Virginia
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
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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