William R. Bevins

CYPRESS CAPITAL

Franklin, TN 37064

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CRD#: 2638266

Professional summary

William Ray Bevins JR, CFP®, who also goes by Bill Bevins Jr, William Ray Bevins, is a registered financial advisor currently at CYPRESS CAPITAL, LLC located in Franklin, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Bevins Jr | William Ray 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.

Agent for BGA Insurance; 2900 Bristol Street, B-300, Costa Mesa, CA 92626; Life insurance sales; Title - agent; Start date 5/2018; less than 1 hour per month; 0 hour per month during trading hours; Solicitation and delivery of life insurance solutions to meet client's risk needs as determined through financial planning process.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ray Bevins JR'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

September 27, 2019 - Present

CYPRESS CAPITAL, LLC

Office #1: 436 Main Street Suite 205, Franklin, TN 37064

RIA

CRD#: 171266

Franklin, TN

Past

July 15, 2019 - August 2, 2019

LPL FINANCIAL LLC

CRD#: 6413

FRANKLIN, TN

Past

January 7, 1997 - February 12, 2002

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

November 14, 1995 - September 12, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

November 14, 1995 - September 12, 1996

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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".

CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA

Registered Investment Advisory firm - (5/23/2014 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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/27/2019)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/31/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/15/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/10/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CYPRESS CAPITAL, LLC

CYPRESS CAPITAL, LLC | JP2 MANAGEMENT

CRD#: 171266 / SEC#: 801-79771

RIA

Registered Investment Advisory firm - (5/23/2014 Approved)

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Contact information

Main Address

436 Main Street Suite 205, Franklin, TN 37064

Mailing Address

Phone number

(615) 467-6075

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CYPRESS CAPITAL, LLC ADV 2A (6/19/2025)

Regulatory assets under management

Total Number of Accounts	1,534
AUM (Assets Under Management)	$ 413,509,631

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

William R. Bevins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Ray Bevins JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NATIONWIDE SECURITIES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CYPRESS CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2019

Series 63

Date: 11/10/1995

Series 7TO

Date: 7/15/2019

SIE

Date: 12/14/2018

Series 6

Date: 11/10/1995

Current Firm

CYPRESS CAPITAL, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL, LLC

TRUST BUT VERIFY

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