William Bevins Email & Phone Number
Financial Advisor @ Cypress Capital
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William Bevins Location
- Franklin, TN, US
William Bevins Work
- Financial Advisor @ (August 2019 - Present)
- President @ Bevins Enterprises (January 2002 - August 2019)
- President @ Bevins Insurance (January 1998 - January 2002)
- Registered Financial Consultant @ (September 1996 - December 1997)
- Registered Representative @ (June 1995 - September 1996)
William Bevins Education
- Florida International University - College of Business
Certified Financial Planning registered program (Financial Planning and Services)
1999-2000 - Virginia Tech
Bachelor's degree (Finance, Insurance and Business Law)
1992-1995
William Bevins Skills
- Account Management
- Alternative Investments
- Asset Management
- CFP
- CTFA
- Certified Financial Planner
- Certified Trust and Financial Advisor
- Commodity Markets
- Equities
- Equity Trading
- Finance
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Income
- HNW
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Securities
- Series 66
- Series 7
- Tax Planning
- Trading
- Wealth Management
- advisor
- high net worth
William Bevins Summary
- William Bevins, based in Franklin, TN, US, is currently a Financial Advisor at Cypress Capital. William Bevins brings experience from previous roles at Bevins Enterprises, Bevins Insurance, Nationwide and Metropolitan Life. William Bevins holds a 1999 - 2000 Certified Financial Planning registered program in Financial Planning and Services @ Florida International University - College of Business. With a robust skill set that includes Account Management, Alternative Investments, Asset Management, CFP, CTFA and more. William Bevins has 1 emails and 1 mobile phone numbers on RocketReach.
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