John Bever, financial advisor Buffalo Grove IL

John Bever

CRD Number: 1199159
Current Firm: Phase Iii Advisory Services, Ltd

John Bever (CRD# 1199159) is an Investment Advisor Representative working at Phase Iii Advisory Services, Ltd in Buffalo Grove, IL and has over 34 years of experience in the finance industry. John Bever has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Associates, Inc. Buffalo Grove, IL Nov 1989 - Current 31
Phase Iii Advisory Services, Ltd Buffalo Grove, IL Jun 1984 - Current 36
Phase Iii Financial Services Buffalo Grove, IL May 1984 - Dec 2013 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for John W. Bever
Phone Number: 847-520-5545
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    1,461
    ACCOUNTS
  • Average Account Value
    $78,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, IN, MI, TX, WI

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