John F Bevan
Professional Summary
John F Bevan, who also goes by Johnnie Bevan, is a registered financial advisor currently at COLUMBIA ADVISORY PARTNERS, LLC located in Spokane, Washington. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. John has worked at 6 firms and has passed the Series 65, Series 63, 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
Johnnie Bevan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
Contact Information
Main Address
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208Phone Number
(509) 822-3850# of Employees
19SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,822AUM (Assets Under Management)
$312,630,000Similar Advisors
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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.
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Primary Firm SEC Registration
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
State Registrations and Notice Filings
(3/16/2016)
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 Dec 2011About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John F Bevan's CRS (Customer Relationship Summary).
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