Clemont Bevill
Clemont Bevill is a registered investment advisor at Quincy Wells Advisors, LLC, based in Hopkinsville, KY, with 37 years of industry experience. Clemont is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 247 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quincy Wells Advisors tailors its investment management fees to each client, offering options that include percentage of portfolio assets, hourly charges, flat fees, or a combination. Fees are generally billed in advance based on the average daily balance of the account, though initial monthly fees are billed in the following month. The firm notes that total annual compensation, when combined with transaction-based or affiliate fees, generally does not exceed 2.5%. There are no mandatory minimum account sizes or minimum annual fees required to work with the firm.
Location
1618 E 9th St, Ste 202, Hopkinsville, KY, 42240
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
Quincy Wells Advisors, LLC
Quincy Wells Capital, LLCBroker
Quincy Wells Capital, LLC
Previous Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
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.
Next Financial Group, INC.Broker
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 Registrations9 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.
Exams
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