Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn F Bevan is a financial advisor with Columbia Advisory Partners, LLC located in Spokane, WA. John has been in the financial industry since 2011 and has a Series 6, Series 63, and Series 65 license. John specializes in working with high-net-worth individuals and families, as well as pooled investment vehicles. John also coaches figure skating at Eagles Ice Arena.
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.
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.
1
2
WA
03/16/2016 - Present
Columbia Advisory Partners, LLC (SPOKANE WA)
WA
05/17/2013 - 06/29/2019
NORTHWEST INVESTMENT ADVISORS, INC. (SPOKANE WA)
CA
01/24/2012 - 05/31/2012
SCF SECURITIES, INC. (SAN DIEGO CA)
WA
12/20/2011 - 01/23/2012
FSIC (SPOKANE WA)
IA
Issued 07/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure John Bevan is the right advisor for you? Invested Better is here to help.
