Roderick David Evans

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/1996 → 09/2021
  Hornor, Townsend & Kent, Inc.
  San Diego, CA
• 09/2021 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2000-09-07 → 2021-09-09
  Hornor, Townsend & Kent, Llc
  San Diego, CA
  San Diego, CA
• 2003-09-15 → 2004-08-12
  Wealth Analytics, Inc.
  San Diego, CA

Other Businesses

(1) RANCHO SANTA FE FARMS GOLF CLUB POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 8500 St Andrews Rd, Rancho Santa Fe, CA 92067, United States DESCRIPTION: Monthly meetings regarding golf course, clubhouse and member services, membership, etc. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 09/08/2021 ADDRESS: 6265 Greenwich Dr., Ste. 125, San Diego CA 92122, United States DESCRIPTION: Insurance Agent (3) COMPREHENSIVE FINANCIAL GROUP POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2021 ADDRESS: 6265 Greenwich Dr., Ste. 125, San Diego CA 92122, United States DESCRIPTION: Registered Representative at DBA used for marketing purposes (4) SCREEN ACTORS GUILD POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2024 ADDRESS: 932 Santa Queta, Solana Beach CA 92075, United States DESCRIPTION: I cash checks. That is all it entails. I may pursue other new commercials but as of yet have done nothing. (5) CROWN CASTLE CELL TOWER LEASES POSITION: Independent Contractor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/06/2025 ADDRESS: 932 Santa Queta, Solana Beach CA 92075, United States DESCRIPTION: my dad passed on 7/6/25. Via his living trust where I already disclosed passive Co-Trustee involvement, I since then have moved into an active role. They are long term cell tower leases. I am in the process currently of liquidating the leases. If successful, I should have no further involvement in this business. (6) SOLE-TRUSTEE-DAD'S TRST. POSITION: personal, non-professional trustee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2021 ADDRESS: 932 Santa Queta, Solana Beach CA 92075, United States DESCRIPTION: Since my father passed away, I stepped in as Sole trustee in mgt. of 1 remaining trust asset. (7) MARKER TRUST POSITION: I've been named as "Successor Trustee" only if my friends Marc & Kerry Perlman are unable to serve as co-trustees of their revocable living trust. NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2026 ADDRESS: 932 Santa Queta, SOLANA BEACH CA 92075, United States DESCRIPTION: I have no responsibility or duty unless they become unable to perform their trustee duties. I suggested to Marc as a friend, he could replace me with his son when the son is a bit older and capable of handling trustee matters. So, I believe this will be temporary OBA.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-28
• S63 Uniform Securities Agent State Law Examination
  1991-09-25

Designations

• Certified Financial Planner