Clemont BevillCRD Number: 1790971
Current Firm: Silver Oak Securities, Inc.
Clemont Bevill (CRD# 1790971) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Jackson, TN and has over 30 years of experience in the finance industry.
Silver Oak Securities, Inc.
Silver Oak Securities, Inc.
Ftb Advisors, Inc.
|Visionquest Marketing||Elkton, KY||Jan 2010 - Current||8|
|Professional Develoopment Continuing Education Classes||Hopkinsville, KY||May 2009 - Current||8|
|Berthel Fisher & Company Financial Services Inc.||Hopkinsville, KY||Jun 2007 - Current||10|
|Foundation Financial Concept||Hopkinsville, KY||Aug 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
|S65||NASAA Investment Advisors Law Examination||Mar 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Criminal Record
Total Assets Under Management231MILLIONS
Total Number of Accounts1,972ACCOUNTS
Average Account Value$117,116
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, MS, NC, NH, NM, NV, OH, PA, SC, TN, TX, VA, WI
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