JB
Jimmy M. Bevins
FIRST FINANCIAL COACHING
BELFRY, KY
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CRD#: 1539055
JB
Professional summary
Jimmy Millard Bevins JR, who also goes by Jimmy M Bevins, is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Belfry, Kentucky.
Jimmy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Jimmy has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jimmy M Bevins
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jimmy Millard Bevins JR's 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®
NoneExperience
Current
July 17, 2023 - Present
FIRST FINANCIAL COACHING, INC.
RIA
CRD#: 152070
BELFRY, KY
Past
July 23, 2001 - April 6, 2021
OSAIC FS, INC.
RIA
CRD#: 3870
BELFRY, KY
Past
February 2, 2001 - April 6, 2021
OSAIC FS, INC.
BD
CRD#: 3870
BELFRY, KY
Past
November 24, 1998 - December 31, 1999
VALMARK SECURITIES, INC.
BD
CRD#: 31243
AKRON, OH
Past
January 28, 1997 - November 25, 1998
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
August 17, 1993 - November 25, 1996
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
January 13, 1992 - April 20, 1993
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
March 22, 1991 - November 13, 1991
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 8, 1986 - September 25, 1990
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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".
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)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
Kentucky(7/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FF
FIRST FINANCIAL COACHING, INC.
FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING
CRD#: 152070 / SEC#: 801-128612
RIA
Registered Investment Advisory firm - (8/30/2023 Approved)Arizona
Registered Investment Advisory firm - (9/5/2023 Terminated)California
Registered Investment Advisory firm - (10/5/2023 Terminated)Delaware
Registered Investment Advisory firm - (9/6/2023 Terminated)Florida
Registered Investment Advisory firm - (9/5/2023 Terminated)Georgia
Registered Investment Advisory firm - (9/11/2023 Terminated)Illinois
Registered Investment Advisory firm - (9/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (9/8/2023 Terminated)Kentucky
Registered Investment Advisory firm - (9/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (9/19/2023 Terminated)North Carolina
Registered Investment Advisory firm - (9/28/2023 Terminated)South Carolina
Registered Investment Advisory firm - (9/5/2023 Terminated)Texas
Registered Investment Advisory firm - (9/5/2023 Terminated)Wisconsin
Registered Investment Advisory firm - (9/5/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
144 South Main St., Mt. Clemens, MI 48043
Mailing Address
Phone number
(586) 463-1880
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,877 |
| AUM (Assets Under Management) | $ 279,664,257 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
