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Clemont Lee Bevill

Great Point Advisors, LLC
37 Years of Experience
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management
Great Point Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Location

Quincy, IL

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2021
Closed-No Action
Customer Dispute
January 2011
Denied
Employment Separation After Allegations
June 2007
Criminal
May 1974
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Clemont owns C. Lee Bevill Farms and is involved in marketing grain and overseeing hunting leases, dedicating minimal time to this. Clemont is also a licensed agent selling life, health, fixed annuities, and long-term care insurance, spending about 10-20% of his time on this.

Employment History
Current Registrations
Great Point Capital LLCBroker
January 2025 - Present · 1 yr 1 mo
Quincy Wells Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Concorde Investment Services, LLCBroker
November 2021 - December 2024 · 3 yrs 1 mo
Concorde Asset Management, LLC
November 2021 - December 2024 · 3 yrs 1 mo
Sb Advisory, LLC
August 2021 - November 2021 · 3 mos
Es Advisory Group
July 2021 - November 2021 · 4 mos
San Blas Securities LLCBroker
June 2021 - November 2021 · 5 mos
Silver Oak Securities, INC.
November 2012 - June 2021 · 8 yrs 7 mos
Silver Oak Securities, IncorporatedBroker
November 2012 - June 2021 · 8 yrs 7 mos
Berthel Fisher & Company Financial Services, INC.
July 2007 - March 2012 · 4 yrs 8 mos
Berthel, Fisher & Company Financial Services, INC.Broker
June 2007 - March 2012 · 4 yrs 9 mos
Berthel Fisher & Company Financial Services, INC.
June 2007 - July 2007 · 1 mo
Next Financial Group, INC.
December 2006 - June 2007 · 6 mos
Next Financial Group, INC.Broker
December 2006 - June 2007 · 6 mos
Raymond James Financial Services
June 2002 - December 2006 · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 1999 - December 2006 · 7 yrs 11 mos
Robert Thomas Securities, INCBroker
August 1997 - January 1999 · 1 yr 5 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 1991 - August 1997 · 5 yrs 9 mos
Edward D. Jones & CO., L.P.Broker
January 1988 - October 1991 · 3 yrs 9 mos
State Registrations14 states
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Exams
No exam information available for this advisor.