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William Bevins, financial advisor Franklin TN

William Bevins

CRD Number: 2638266
Current Firm: Cypress Capital, LLC
Compensation Model: Fee Only
William Bevins (CRD# 2638266) is an Investment Advisor Representative working at Cypress Capital, LLC in Franklin, TN and has over 26 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Cypress Capital, LLC Franklin, TN Sep 2019 - Current 4
Lpl Financial LLC Franklin, TN Jul 2019 - Sep 2019 < 1
Unemployed Franklin, TN Feb 2002 - Jul 2019 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for William R. Bevins
436 Main Street, Suite 205, Franklin, TN 37064
Phone Number: 615-467-6075
Advisor Website: http://www.WilliamBevins.com
Firm Website: https://www.facebook.com/profile.php?id=100069337932056
Registered State(s):
  • TN
Current Firm Details
Cypress Capital, LLC
Firm's CRD Number: 171266
436 Main Street, Suite 205, Franklin, TN 37064
By the Numbers
  • Total Assets Under Management
    401
    MILLIONS
  • Total Number of Accounts
    1,554
    ACCOUNTS
  • Average Account Value
    $258,040
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, IL, IN, KS, LA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA

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Data verified by both the advisor and the public regulatory data.

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