Daniel Raymond Evans

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2019 → 07/2024
  Knights Of Columbus Insurance
  New Haven, CT
• 05/2014 → 05/2022
  United States Navy
  Norfolk, VA
• 03/2022 → 07/2024
  Knights Of Columbus Asset Advisors, Llc
  New Haven, CT
• 08/2024 → Present
  National Life Group
  Winchester, VA
• 08/2024 → Present
  Equity Services Inc
  Montpelier, VT

Previous Registrations

• 2022-03-26 → 2024-07-18
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT
  Cross Junction, VA

Other Businesses

*CORNERSTONE ADVISOR GROUP LLC,121 CREEKSIDE LANE,WINCHESTER, VA, 22602,ONGOING,INV REL,08/2024,INSURANCE, MANAGING DIRECTOR,DURING TRD/HRS,40 HRS WK*EVANS PRACTICE LLC,121 CREEKSIDE LANE,WINCHESTER,VA, 22602,ONGOING,NOT INV REL,08/2024,SOLE MEMBER-MANAGER,OVER SEE OF OFFICE/BUSINESS MANAGMENT,DURING TRD/HRS,5 HRS WK*THE EVANS FAMILY LIVING TRUST, 304 CROSS JUNCTION ROAD,CROSS JUNCTION, VA, 22625,ONGOING,NOT INV REL,08/2024, REVOCABLE TRUST, GRANTOR/TRUSTEE,DURING TRD/HRS,1 HRS WK*TRAIL LIFE USA TROOP VA-8231,130 KEATING DRIVE,WINCHESTER, VA, 22601, ONGOING,NOT INV REL,08/2024,NON-PROFIT ORGANIZATION,VOLUNTEER LEADER,NOT DURING TRD/HRS,2 HRS WK/0%*CATHOLIC ORDER OF THE FORESTERS(COF) 121 CREEKSIDE LANE,WINCHESTER, VA 22602,INV REL,ONGOING,08/2024,INSURANCE,AGENT,DURING TRD/HRS,5%*KING BROKERAGE OF VIRGINIA LLC, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, 11/2024. ONGOING, INV REL. BROKERAGE GENERAL AGENCY TO WRITE ALTERNATIVE PRODUCTS NOT CARRIED THRU DIRECT AFFILIATIONS AND CASES THAT NATIONAL LIFE CANNOT WRITE. DURING TRD/HRS, 5 HRS*THE SOCIETY OF FINANCIAL AWARENESS (SOFA), 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, 01/01/2026, MEMBER AND SPEAKER, EDUCATIONAL SEMINARS, DURING TRD/HRS, 5%*CAG TAX SERVICES LLC, 121 CREEKSIDE LANE, WINCHESTER, VA, 22602, ONGOING, INV REL, 02/2026, TAX PREPARATION, BOOKKEEPING, NOT DURING TRD/HRS, 0%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-26

Other Names

• Dan Evans
• Doc Evans
• Daniel Evans