Clemont L. Bevill

QUINCY WELLS ADVISORS

Quincy, IL

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CRD#: 1790971

Professional summary

Clemont Lee Bevill, who also goes by Lee Bevill, C. Lee Bevill, is a registered financial advisor currently at QUINCY WELLS ADVISORS, LLC located in Quincy, Illinois and GREAT POINT CAPITAL LLC located in Quincy, Illinois.

Clemont is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Clemont has worked at 14 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee Bevill | C. Lee Bevill

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.

Lee Bevill is the owner of C. Lee Bevill Farms. The address of C. Lee Bevill Farms is Philadelphia, MO. The start date is April 11, 2011. His duties will be marketing of grain, oversight of hunting leases, co-advise crop rotation, CRP and conservation decisions, and he plans to spend 5 hours per month during normal trading hours and 5 hours per month outside of normal trading hours. This is not investment related. Lee Bevill is the Sole Partner, Registered Representative, Investment Advisor Representative of Foundation Financial Concepts, LLC. The address of Foundation Financial Concepts, LLC is 2240 Broadway Street, Quincy, IL 62301. The start date is Jul 15, 1997. His duties will be all aspects of marketing investments, managing accounts and oversight of the DBA, and he plans to spend 130 hours per month during normal trading hours and 130 hours per month outside of normal trading hours. This is investment related. Lee Bevill is the Life, Health and Annuity licensed agent of Lee Bevill - agent. The address of Lee Bevill - agent is 2240 Broadway Street, Quincy, IL 62301. The start date is Mar 01, 1985. His duties will be Marketing of life, fixed annuities, and long-term care insurance, and he plans to spend 15 hours per month during normal trading hours and 10 hours per month outside of normal trading hours. This is investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clemont Lee Bevill's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 10, 2025 - Present

QUINCY WELLS ADVISORS, LLC

RIA

CRD#: 307477

Quincy, IL

Current

January 10, 2025 - Present

GREAT POINT CAPITAL LLC

Office #2: 1618 E. 9th Street Suite 202, Hopkinsville, KY 42240

CRD#: 114203

Quincy, IL

Past

November 5, 2021 - December 31, 2024

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

Quincy, IL

Past

November 4, 2021 - December 31, 2024

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

Quincy, IL

Past

August 10, 2021 - November 4, 2021

SB ADVISORY, LLC

RIA

CRD#: 154680

quincy, IL

Past

July 8, 2021 - November 4, 2021

SAN BLAS ADVISORY, INC.

RIA

CRD#: 296929

Quincy, IL

Past

June 22, 2021 - November 4, 2021

SAN BLAS SECURITIES LLC

CRD#: 290605

Quincy, IL

Past

November 30, 2012 - June 22, 2021

SILVER OAK SECURITIES, INCORPORATED

RIA

CRD#: 46947

Quincy, IL

Past

November 29, 2012 - June 22, 2021

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

Quincy, IL

Past

July 18, 2007 - March 1, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

HOPKINSVILLE, KY

Past

June 28, 2007 - July 6, 2007

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

HOPKINSVILLE, KY

Past

June 28, 2007 - March 1, 2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

HOPKINSVILLE, KY

Past

December 11, 2006 - June 20, 2007

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HOPKINSVILLE, KY

Past

December 11, 2006 - June 20, 2007

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOPKINSVILLE, KY

Past

June 12, 2002 - December 12, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

HOPKINSVILLE, KY

Past

January 4, 1999 - December 12, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HOPKINSVILLE, KY

Past

August 11, 1997 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

November 1, 1991 - August 11, 1997

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Past

January 21, 1988 - October 9, 1991

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

QUINCY WELLS ADVISORS, LLC

GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA

Registered Investment Advisory firm - (3/16/2020 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(4/17/2025)

Florida
(4/3/2025)

Georgia
(1/10/2025)

IAR

Illinois
(1/15/2025)

Illinois
(2/14/2025)

Iowa
(1/10/2025)

Kansas
(1/10/2025)

Kentucky
(1/10/2025)

IAR

Kentucky
(1/10/2025)

Minnesota
(2/14/2025)

Missouri
(1/10/2025)

Ohio
(1/10/2025)

South Carolina
(2/21/2025)

Texas
(1/10/2025)

Virginia
(2/18/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/21/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/18/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

GREAT POINT ADVISORS, LLC | QUINCY WELLS ADVISORS, LLC

CRD#: 307477 / SEC#: 801-118231

RIA

Registered Investment Advisory firm - (3/16/2020 Approved)

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Contact information

Main Address

200 W. Jackson Blvd. #1000, Chicago, IL 60606

Mailing Address

9000 Keystone Crossing 7th Floor, Indianapoli, IN 46240

Phone number

(312) 356-4875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREAT POINT ADVISORS FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 45,094,304

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Clemont L. Bevill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clemont Lee Bevill's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

CONCORDE INVESTMENT SERVICES, LLC

CONCORDE ASSET MANAGEMENT, LLC

SB ADVISORY, LLC

SAN BLAS ADVISORY, INC.

SAN BLAS SECURITIES LLC

SILVER OAK SECURITIES, INCORPORATED

SILVER OAK SECURITIES, INCORPORATED

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

J.J.B. HILLIARD, W.L. LYONS, LLC

EDWARD JONES

Primary Firm SEC Registration

QUINCY WELLS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2016

Series 63

Date: 2/12/1988

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/16/1988

Series 24

Date: 5/18/1999

FINRA

Current Firm

QUINCY WELLS ADVISORS, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUINCY WELLS ADVISORS, LLC

TRUST BUT VERIFY

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