Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clemont? Claim Your ProfileClemont Lee Bevill is a financial professional with over 30 years of experience in the industry. Clemont is currently a Registered Investment Advisor Representative with Great Point Advisors, LLC, a firm that provides financial planning and investment management services to individuals and businesses. Clemont has held several previous roles at other financial institutions, including San Blas Securities LLC, Silver Oak Securities, Incorporated, and Berthel, Fisher & Company Financial Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/16/2025 - Present
Great Point Advisors, LLC (Quincy IL)
IL
06/22/2021 - 11/04/2021
SAN BLAS SECURITIES LLC (Quincy IL)
IL
11/29/2012 - 06/22/2021
SILVER OAK SECURITIES, INCORPORATED (Quincy IL)
KY
06/28/2007 - 03/01/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (HOPKINSVILLE KY)
KY
12/11/2006 - 06/20/2007
NEXT FINANCIAL GROUP, INC. (HOPKINSVILLE KY)
KY
01/04/1999 - 12/12/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOPKINSVILLE KY)
FL
08/11/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
KY
11/01/1991 - 08/11/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
MO
01/21/1988 - 10/09/1991
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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