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Whitney Jo Bevels

Carty & Company, Inc.

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About Whitney Jo Bevels

Whitney Jo Bevels is a registered representative with Carty & Company, Inc. Whitney has over 10 years of experience in the financial services industry. Whitney holds the Series 99 and the Securities Industry Essentials Examination. Prior to joining Carty & Company, Inc., Whitney was a registered representative with Raymond James & Associates, Inc. and Vining-Sparks IBG, LLC.

Firm Information

Whitney Bevels is currently registered with Carty & Company, Inc.. Carty & Company, Inc. is a Corporation formed on October 7, 1970. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Whitney Bevels’s Registration & Firm History

TN

06/21/2022 - Present

Carty & Company, Inc. (MEMPHIS TN)

TN

02/15/2022 - 06/24/2022

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

10/17/2012 - 01/05/2022

VINING-SPARKS IBG, LLC (MEMPHIS TN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Whitney Jo Bevels.
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