Clemont Bevill
Clemont Bevill is a registered investment advisor at Quincy Wells Advisors, LLC, based in Quincy, IL, with 37 years of industry experience. Clemont operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
Quincy, IL
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2021Customer Dispute
January 2011Employment Separation After Allegations
June 2007Criminal
May 1974Other 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
Quincy Wells Advisors, LLC
Previous Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Sb Advisory, LLC
Es Advisory Group
San Blas Securities LLCBroker
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Next Financial Group, INC.Broker
Next Financial Group, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
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.