William Brewster Evans
Investment adviser representative at Money Concepts Advisory Service
15 yearsExperience
1 stateRegistered in
$4.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- UmortgageNov 2025 to now
- Marek Property Advisors RealtorFeb 2025 to now
- Money Concepts Capital CorpJan 2023 to now
- My Car Guy, LLCSep 2018 to now
- Windows & Siding 4 Less, LLCFeb 2016 to now
- Union Home MortgageOct 2025 to Nov 2025
- Sierra Pacific MortgageJun 2025 to Sep 2025
- Realtor / Berkshire Hathaway Homeservices Carolina Sun Real EstaFeb 2024 to Jul 2024
- American Financial NetworkMay 2023 to Jun 2025
- Leaderone FinancialNov 2020 to May 2023
- Supreme Lending CorporationMar 2020 to Nov 2020
- Southern Trust MortgageNov 2011 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2640934
- Firm CRD
- 12963