William Ray Bevins
Investment adviser representative at Cypress Capital, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$426MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Cypress Capital, LLCSep 2019 to now
- LPL Financial LLCJul 2019 to Sep 2019
- UnemployedFeb 2002 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cypress Capital, LLC
$426MAssets managed
663Clients
9Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2638266
- Firm CRD
- 171266