David Gordon Evans

Employer firm

Big "I" Advisory Resources, LLC CRD 168898

3 advisory clients

Reported services (Item 5G)

• 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

• 04/1998 → 08/2017
  Independent Insurance Agents & Brokers Of America, Inc.
  Alexandria, VA
• 08/2017 → 09/2018
  401Ksleuth, Llc
  Stamford, CT
• 09/2018 → 12/2018
  Independent Insurance Agents & Brokers Of America, Inc.
  Alexandria, VA
• 05/2026 → Present
  Big"I" Advisory Resources, Llc
  Alexandria, VA
• 09/2021 → Present
  401Ksleuth Llc
  Midland Park, NJ
• 01/2019 → 06/2019
  Work At Home Vintage Experts Llc
  Stamford, CT
• 06/2019 → 05/2020
  401Ksleuth Llc
  Stamford, CT
• 05/2020 → 08/2021
  David G Evans, Cfp Dba Team And Total Insurance Solutions
  Ridgewood, NJ

Previous Registrations

• 2018-08-01 → 2019-01-24
  Big "I" Advisory Resources, Llc
  Alexandria, VA
• 2017-11-15 → 2018-07-27
  401Ksleuth Llc
  Stamford, CT
• 2014-01-27 → 2017-09-29
  Big "I" Advisory Resources, Llc
  Alexandria, VA

Other Businesses

AARTRIJK; INVESTMENT-RELATED; ADDRESS: 1112 NORTH JEFFERSON STREET, ARLINGTON, VA 22205; PR/MARKETING COMMUNICATIONS FIRM; FREELANCE WRITER; INDEPENDENT CONTRACTOR; START DATE: 09/2021; HOURS/MONTH: 40; HOURS/MONTH DURING SECURITIES TRADING HOURS: 40; PROVIDE INSURANCE-RELATED CONTENT FOR P&C CLIENTS 401KSLEUTH LLC; INVESTMENT-RELATED; 77 LAKE AVENUE, MIDLAND PARK, NJ 07432; EMPLOYEE AND GROUP BENEFITS CONSULTING FIRM; PRESIDENT; OWNER; START DATE: 08/2017; 40 HOURS/MONTH; 40 HOURS/MONTH DURING SECURITIES TRADING HOURS; PROVIDE EMPLOYEE AND GROUP BENEFITS CONSULTING SERVICES

Designations

• Certified Financial Planner