Robert L. Bevill
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert Lynn Bevill was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 1971. Robert had worked at 5 firms and has passed the Series 63, Series 00 and Series 40 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 1983 - April 10, 1985
AUSTIN INVESTMENT PLANNING, INC.
December 24, 1981 - August 20, 1986
ESSEX PARTNERS, LTD.
October 4, 1976 - April 10, 1985
BEVILL, BRESLER & SCHULMAN SECURITIES INC.
January 13, 1976 - April 10, 1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
August 31, 1971 - June 19, 1972
HIBBARD, O'CONNOR & WEEKS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 00
Date: 11/24/1975
General Securities Principal ExaminationSeries 40
Date: 8/27/1971
Registered Principal ExaminationCurrent Firm
AUSTIN INVESTMENT PLANNING, INC.
CRD#: 10009 / SEC#: , 8-25947
Contact information
Documents
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.
