Brian William Leach

Employer firm

Evans Capital Management Associates CRD 110699

$683M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/1993 → Present
  Evans Capital Management Associates
  Seattle, WA
• 01/2010 → 05/2019
  Purshe Kaplan Sterling Investments
  Bellevue, WA

Other Businesses

1)Notary; Investment Related: Yes; Address: 3535 Factoria Blvd SE, #120 Bellevue WA 98006; Start Date: 03/08/2018; Approximate number of hours/month: 1; Hours during trading hours: 0 2)Power of Attorney - William Leach; Investment Related: Yes; Address: 3535 Factoria Blvd SE, #120 Bellevue WA 98006; Start Date: 04/14/2023; Approximate number of hours/month: 1; Hours during trading hours: 0 3)Co-Trustee - William Leach Revocable Living Trust; Investment Related: Yes; Address: 3535 Factoria Blvd SE, #120 Bellevue WA 98006; Start Date: 06/13/2023; Approximate number of hours/month: 1; Hours during trading hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-30
• S63 Uniform Securities Agent State Law Examination
  2000-07-28

Designations

• Certified Financial Planner