Unclaimed Profile

Richard Lloyd Evans

R.L. EVANS CO. INC.·BELLEVUE, Washington

Series 1, Series 6334 years registeredR.L. EVANS CO. INC.

3535 FACTORIA BLVD SE, BELLEVUE, WA 98006CRD# 203061Firm CRD# 110699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Lloyd Evans · BELLEVUE, WA

Registration

CRD #203061 · R.L. EVANS CO. INC. · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: R.L. EVANS CO. INC.

ROYAL ALLIANCE ASSOCIATES, INC.

Jun 2000 – Jan 2010

SEATTLE, WA

EVANS CAPITAL MANAGEMENT ASSOCIATES

Dec 1991 – Sep 2019

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 1

Series 63

Registration record

First registered · December 4, 1991

Years registered · 34

Disclosure History

1991Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

R.L. EVANS CO. INC.

CRD 110699 · SEC 801-111918

AUM

$464M

Regulatory assets under management

Employees

1,028 client accounts

Services offered by R.L. EVANS CO. INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at R.L. EVANS CO. INC. →

Introduction

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Frequently Asked Questions

What services does Richard Lloyd Evans offer?

Richard Lloyd Evans specializes in Financial Planning, Investment Management.

What are Richard Lloyd Evans's credentials?

Richard Lloyd Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Lloyd Evans located?

Richard Lloyd Evans is based in BELLEVUE, Washington, last registered with R.L. EVANS CO. INC..

How does Richard Lloyd Evans charge for services?

Richard Lloyd Evans's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R.L. EVANS CO. INC.?

R.L. EVANS CO. INC. has approximately 4 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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