William Ray Bevins Jr
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Bevins Jr, William Ray Bevins
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
Current Firm
CYPRESS CAPITAL, LLC | JP2 MANAGEMENT
Contact Information
Main Address
436 Main Street Suite 205, Franklin, TN 37064Phone Number
(615) 467-6075# of Employees
12SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,547AUM (Assets Under Management)
$426,048,161Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
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.
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
Primary Firm SEC Registration
CYPRESS CAPITAL, LLC | JP2 MANAGEMENT
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1995About the Series 6 examSimilar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view William Ray Bevins JR's CRS (Customer Relationship Summary).
Similar Advisors
GLOBAL RETIREMENT PARTNERS LLC
MORGAN STANLEY
