Jimmy Bevins
Jimmy Bevins is a ChFC-designated registered investment advisor at First Financial Coaching, INC., based in Belfry, KY, with 35 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 878 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may vary or be reduced at the firm's discretion, and different fee structures may apply based on historical agreements or co-adviser arrangements. We can negotiate fees and the timing of payment for Clients investing over $1 million with Matson Money. Fees for Clients and the timing of payment could be negotiable under special circumstances in our discretion.
Fee Estimator
Location
Belfry, KY
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Jimmy is an insurance agent offering various insurance products and related services since 1986, dedicating about 10-20% of his time to this. He also officiates/coaches sporting events and distributes outdoor products, and manages rental real estate.
Employment History
Current Registrations
First Financial Coaching, INC.
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Valmark Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.