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Andrew David Evans

Andrew David Evans

CFP®
REVOLUTION WEALTH
CHANTILLY, VA
·CRD# 5980324·15 years experience

Professional Summary

Andrew David Evans, CFP®, who also goes by Andrew D Evans, is a registered financial advisor currently at REVOLUTION WEALTH, LLC located in Chantilly, Virginia. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew D Evans

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2022

Years of Experience

15 years in the financial services industry

Current & Past Employments

REVOLUTION WEALTH, LLC·CRD# 298810
RIA
5180 Parkstone Dr Suite 240, Chantilly, VA 20151
June 10, 2025 - Present
PBMARES WEALTH MANAGEMENT LLC·CRD# 116218
RIA
Fairfax, VA
February 14, 2022 - May 15, 2025
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Rockville, MD
July 26, 2013 - February 4, 2022
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Rockville, MD
July 1, 2013 - February 4, 2022
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Washington, DC
December 13, 2011 - May 18, 2012
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Washington, DC
November 1, 2011 - May 18, 2012

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Current Firm

RW
REVOLUTION WEALTH, LLC

LINDSEY FINANCIAL SOLUTIONS | REVOLUTION WEALTH, LLC | LINDSEY FINANCIAL SOLUTIONS, LLC | LINDSEY FINANCIAL SOLUTIONS LLC

CRD#: 298810
Maryland
Registered Investment Advisory firm - Maryland (3/26/2026 Approved)
Virginia
Registered Investment Advisory firm - Virginia (10/19/2018 Approved)

Contact Information

Main Address

5180 Parkstone Dr Suite 240, Chantilly, VA 20151

Phone Number

(703) 321-0150

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

185

AUM (Assets Under Management)

$58,960,000

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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.

1. Name: Andrew Evans, Inv Rel: Yes Addr: 11314 Westbrook Mill Ln, 202, Fairfax VA 22030-5664, Nature: Outside Insurance, Position: Independent Insurance Sales, Start: 08/31/2021, No Hr/Mo: 80 No Hr/Mo Dur Trading: 4, Duties: Life, Disability, Long-Term Care, Fixed Annuities.2. Name: PBMares Insurance Solutions, Inv Rel: N, 12150 Monument Drive, Fairfax, VA, Independent Insurance Advisor. Start: 12/2021; Duties include providing insurance solutions and strategies on an independent fiduciary platform. I devote 100 hours per month to this activity, half of which takes place during securities trading hours.

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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.
IAR
Maryland
(3/26/2026)
IAR
Virginia
(6/10/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2016About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 2011About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Evans's CRS (Customer Relationship Summary).

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