William Evans has been Owner of Captial Advisor Network since April 2020, is a control person of the firm and directly owns between 10% and 25% of it.
Captial Advisor Network is a Lafayette, IN firm with $124M under management, 904 clients and 9 advisers across 7 offices, as of its March 2026 filing.
Billy Evans is Founder and Financial Advisor of Evans Financial Services, which serves families and business owners in Southwest Virginia from offices in Marion and Roanoke. Evans began in financial planning as an insurance-only advisor in 2005.
William Evans’ longest registration is the current one, 8 years at Captial Advisor Network since 2018. Before joining Captial Advisor Network in 2026, William Evans was registered through Brookstone Capital Management LLC.
- Capital Advisor NetworkCurrent– present · 8 yearsMarion, VA · Adviser representative · Firm CRD 297578
- Brookstone Capital Management LLC– · 7 yearsMarion, VA · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
William Evans is registered as an investment adviser representative in 2 states. Each was approved in January 2026.
- TexasSince 6 January 2026
- VirginiaSince 6 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 30 October 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 2020 |
| SIE | Securities Industry Essentials Examination | 27 July 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 October 2010 |
| Series 66 | Uniform Combined State Law Examination | 8 February 2008 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Full name
- William Paul Evans
- CRD
- 5375352
- Firm
- Captial Advisor Network · CRD 297578
- Role
- Owner
- Office
- 115 East Main Street, Marion, VA 24354
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- evansfs.com
Where does William Evans work?
William Evans has been Owner of Captial Advisor Network since April 2020, and is a control person of the firm.
Is William Evans a financial advisor?
Yes. William Evans has a current investment-adviser registration in Texas and Virginia, through Captial Advisor Network since January 2026.
How many years of experience does William Evans have?
William Evans has 15 years in the financial industry, since February 2011, across 2 adviser firms.
What exams has William Evans passed?
William Evans has passed 5 licensing exams: the Series 66, Series 65, SIE, Series 63 and Series 7TO. The earliest, the Series 66, was passed in February 2008.
Where did William Evans work before Captial Advisor Network?
Before Captial Advisor Network, William Evans was registered through Brookstone Capital Management LLC, February 2011 to August 2018.
Where is William Evans based?
William Evans’ registered office is in Marion, VA.
Is William Evans registered with FINRA?
No. William Evans has no current broker registration.
How can I verify William Evans’ record?
Search CRD 5375352 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Evans’ full registration record.
