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William Bevins

Advisor Details

Financial Advisor in Franklin, TN with 29 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 0000000

Personal Bio

With over 18 years of investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment management goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.

Wealth Management, Advisor, Financial Planning. Serving Business Owners, Professionals, Millennials, Retirees. Fee-Only Fiduciary Financial Advisor. Tax-Efficient Investing with Independent Advice. CERTIFIED FINANCIAL PLANNER™.

Firm Name

William Bevins, CFP® CTFA

Firm Bio

Serving Clients Nationwide – Wealth Management, Advisor, Financial Planning. Serving Business Owners, Professionals, Millennials, Retirees. Fee-Only Fiduciary Financial Advisor. Tax-Efficient Investing with Independent Advice. 

Advisor Type

RIA - William Bevins

Firm SEC/CRD #

171266

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Education

Virginia Tech
Finance Insurance and Law
Duration: 1991 - 1995

License(s)

Series 65

Advisor SEC/CRD #

2638266

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Fee-Only

Specialties

Preferred Client Type

Personal Blog

Disclaimer

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Contact:


Franklin, TN 37064

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