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John Evans

Advisor at Creed Evans Financial Advisory, LLC

Updated today

Location

Marion, VA

Credentials

Series 65

Industry experience

< 1 year

About

John Evans is the sole advisor at Creed Evans Financial Advisory, LLC, holding a Series 65 credential with one year of industry experience. His prior roles include work with Team Rubicon and Athena Consulting, as well as a compensated trustee position for a family trust. Creed Evans Financial Advisory is a newly formed, single-advisor registered investment adviser providing discretionary portfolio management and comprehensive financial planning to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs a blend of passive and active investment strategies with diversified asset allocation and offers fee-for-service consultation options.

Client services

Based on Creed Evans Financial Advisory, LLC

Portfolio management Consultations

Expertise

Based on Creed Evans Financial Advisory, LLC

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

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Fee options

Fixed

Fixed or flat fees determined based on scope of work; negotiable and may be billed on a one-time or annual basis.

Percentage

$0 - $250,000: 1.20% annually $250,001 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.65% annually

Project-based

Hourly rate ranges from $75 to $150 per hour for consultation services.

Other

Account minimum: $50,000 Fee-only: Fee only; no commissions or other compensation received by the firm except advisory fees.

Location

Marion, VA

Most active in

Virginia

Work history

Creed Evans Financial Advisory

2025 - Present (1 year)

Team Rubicon

2021 - 2021 (1 year)

Team Rubicon

2021 - 2021 (1 year)

Athena Consulting

2020 - 2021 (1 year)

RES English Training Center

2015 - 2018 (3 years)

Extended Travel

2014 - 2025 (11 years)

Disclosures

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

Business activities & affiliations

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
user avatar

William E

Series 63, Series 65, Series 66

Marion, VA

Capital Advisor Network

William Evans is a financial advisor with Capital Advisor Network who holds Series 63, 65, and 66 licenses and has 15 years of industry experience. His prior work includes positions at Center Street Securities and Brookstone Capital Management, and he has operated Evans Financial since 2010. Outside of advising, he owns Granite 401k Advisors, providing administrative and consulting services for employer-sponsored retirement plans, and is involved with Appalachian Strategy Group, a consulting firm focused on AI-driven information management and tax equity planning. Capital Advisor Network is a six-advisor team offering discretionary and non-discretionary 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, integrating third-party money managers and technology tools to monitor and manage approximately $99.5 million in client assets.

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

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
user avatar

Lori R

Series 66

Marion, VA

Davenport & Company LLC

Lori Ringley is a financial advisor at Davenport & Company LLC with a Series 66 designation and two years of experience at the firm. Her prior work history includes roles at Teleperformance, Utility Trailer Manufacturing, The Chamber of Commerce of Smyth County Virginia, and Suburban Christian Church. Davenport & Company LLC is a privately held, employee-owned firm providing investment management and brokerage services to individual and institutional clients. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, investment banking, and financial planning through various investment vehicles and tailored strategies.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

Thomas G

Series 63, Series 65

Marion, VA

Davenport & Company LLC

Thomas Graham is a financial advisor with Davenport & Company LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He worked at Edward D. Jones & Co. for 29 years before joining Davenport in 2023. Outside of his advisory role, Graham is involved in local community activities, including serving as a lay delegate and committee member at First United Methodist Church in Marion, VA, and participates in historic building renovation projects. Davenport & Company LLC is a privately held, employee-owned firm that offers investment management and brokerage services to individual and institutional clients. The firm employs a team-based investment approach with a range of strategies and services, including asset management, financial planning, and public finance, serving a broad client base through tailored discretionary programs.

Options & derivatives strategies Tax-loss harvesting Active portfolio management
user avatar

Greg S

Series 63, Series 65

Marion, VA

Cetera

Greg Sayers is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His career includes roles at Horace Mann Companies and Eddie Sample Financial Services Agency prior to joining Cetera and The Bank of Marion in 2021. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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