Evan D. Loomis

LEVEL FINANCIAL ADVISORS

Hemet, CA

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CRD#: 5279085

Professional summary

Evan David Loomis is a registered financial advisor currently at LEVEL FINANCIAL ADVISORS, INC. located in Hemet, California.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Evan has worked at 4 firms and has passed the Series 65, Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Loomis is also an Investment Advisor Representative for Level Financial Advisors in Glendora, CA as of April 1, 2025. Mr. Loomis works full time for this business and spends his working time during securities trading hours working with this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan David Loomis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 16, 2025 - Present

LEVEL FINANCIAL ADVISORS, INC.

RIA

CRD#: 110641

Hemet, CA

Past

November 15, 2017 - September 13, 2025

LOOMIS FINANCIAL CONSULTING

RIA

CRD#: 290681

Glendora, CA

Past

October 23, 2009 - June 13, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PASADENA, CA

Past

October 23, 2009 - June 13, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PASADENA, CA

Past

May 15, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

PASADENA, CA

Past

March 21, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

PASADENA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. | SCHROEDER, BRAXTON & VOGT INC. | PARAMOUNT PLANNING INC

CRD#: 110641 / SEC#: 801-15900

RIA

Registered Investment Advisory firm - (4/9/1981 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/16/2025)

IAR

New York
(4/16/2025)

IAR

Texas
(4/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/14/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/27/2009

General Securities Principal Examination

Current Firm

LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. | SCHROEDER, BRAXTON & VOGT INC. | PARAMOUNT PLANNING INC

CRD#: 110641 / SEC#: 801-15900

RIA

Registered Investment Advisory firm - (4/9/1981 Approved)

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Contact information

Main Address

9310 Transit Road Suite 300, East Amherst, NY 14051

Mailing Address

Phone number

(716) 634-6113

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (10/1/2025)

Regulatory assets under management

Total Number of Accounts	1,957
AUM (Assets Under Management)	$ 684,229,196

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Evan D. Loomis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan David Loomis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOOMIS FINANCIAL CONSULTING

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

LEVEL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2017

Series 66

Date: 5/14/2007

Series 7

Date: 3/20/2007

Series 24

Date: 6/27/2009

Current Firm

LEVEL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEVEL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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