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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bevins is a financial advisor with Cypress Capital, LLC, located in Franklin, TN. William has been in the financial industry since 1995 and has a diverse background in financial services. William is also a certified financial planner. William works with a variety of clients, including high-net-worth individuals, corporations, and pension plans. He specializes in financial planning, portfolio management, and consulting services. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Serve as sub-adviser, provide model portfolios, consulting
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
TN
09/27/2019 - Present
Cypress Capital, LLC (FRANKLIN TN)
TN
07/15/2019 - 08/02/2019
LPL FINANCIAL LLC (FRANKLIN TN)
OH
01/07/1997 - 02/12/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
MA
11/14/1995 - 09/12/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/14/1995 - 09/12/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 03/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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