William Raymond Evans

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → 05/2024
  Farmers Insurance Group
  Pleasanton, CA
• 04/2001 → 05/2024
  Farmers Financial Solutions
  Pleasanton, CA
• 06/2019 → Present
  Porkys Pizza Palace
  Pleasanton, CA
• 09/2024 → Present
  Centaurus Financial Inc.
  Anaheim, CA
• 05/2024 → Present
  Bill Evans Insurance Agency, Inc
  Pleasanton, CA

Other Businesses

1. PORKY'S PIZZA PALACE POSITION: Bartender NATURE: This is a pizza restaurant owned by my son in law. I help out bartending for them when they need me. It is always after 4:30 pm and usually about 10 - 15 hours per month INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 03/11/1999 ADDRESS: 2911 Hopyard Road, Pleasanton CA 94566, United States DESCRIPTION: Bartender BILL EVANS INSURANCE AGENCY INC POSITION: CEO and Broker Agent NATURE: Kaiser group health insurance, property and casualty and workers compensation insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 05/06/2015 ADDRESS: 39 California Avenue, Suite #207, Pleasanton CA 94566, United States DESCRIPTION: Insurance agency. I do not have any employees. I am not accepting new customers. I am maintaining my book of less than 30 commercial insurance customers. I spend 3 - 5 hours per month working on this business. Reviewing policy renewals and issuing certificates of insurance.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-05-14

Designations

• Chartered Financial Consultant

Other Names

• Bill Evans