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Mr. William Bevins
CFP CTFA
Mr. William Bevins is a seasoned professional in the finance sector, holding the distinguished designations of Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA). He is also licensed under Series 65, evidenci...... Show More
Location & Business Hours
Tuesday
8:00 AM to 3:30 PM
(Open Now)
Wednesday
8:00 AM to 3:30 PM
Thursday
8:00 AM to 3:30 PM
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About
Mr. William Bevins is a seasoned professional in the finance sector, holding the distinguished designations of Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA). He is also licensed under Series 65, evidencing his capability to provide investment advice with comprehensive regulatory compliance. Operating primarily out of Franklin, Tennessee, Mr. Bevins maintains consistent business hours from Monday through Friday, opening each day at 8:00 AM and concluding operations by 3:30 PM. His commitment to clients is reflected in a structured workweek that ensures availability during key business hours while observing weekends for closure on Saturday and Sunday. Mr. Bevins’s expertise and dedicated schedule position him as a reliable resource for sophisticated financial planning and advisory services within his community.
Specialities
Investments, Financial Planning, Wealth Management
Search Rank ScoreLearn More →
101
/850
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Positions
- RIA - Wealth Management Aug 1st, 2018 - Current
Memberships
- FPA
- CFP
- Williamson County Chamber
Addresses and Serving Areas
Time Zone
Central Standard Time (CST)
Licenses
- Series 65
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