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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.
William E
Series 63, Series 65, Series 66
Marion, VA
Capital Advisor Network
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.
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.
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