William Bevins has been an investment adviser representative at Cypress Capital since September 2019, and is not listed among the firm’s executive officers or direct owners. William Bevins holds a Bachelor of Science in Finance from Virginia Tech.
Cypress Capital, LLC is a Franklin, TN firm with $426M under management, 663 clients and 7 advisers across 2 offices, as of its March 2026 filing.
William Bevins is a Financial Advisor of Cypress Capital, based in Franklin, Tennessee. He began his career as a Financial Advisor in 1996 and traded markets professionally for 18 years. At Cypress Capital he helps individuals and small businesses pursue their investment goals while controlling risk.
- Cypress Capital, LLCCurrent– present · 7 yearsFranklin, TN · Adviser representative · Firm CRD 171266
Professional designations
Listed by Cypress Capital
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
Investment adviser representative registrations
William Bevins is registered as an investment adviser representative in Tennessee, since September 2019.
- TennesseeSince 27 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 15 July 2019 |
| Series 66 | Uniform Combined State Law Examination | 31 March 2019 |
| SIE | Securities Industry Essentials Examination | 14 December 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 November 1995 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Ray Bevins
- CRD
- 2638266
- Firm
- Cypress Capital · CRD 171266
- Office
- 436 MAIN STREET, SUITE 205, Franklin, TN 37064
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williambevins.com
Where does William Bevins work?
William Bevins is an investment adviser representative registered through Cypress Capital, LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is William Bevins a financial advisor?
Yes. William Bevins has a current investment-adviser registration in Tennessee, through Cypress Capital since September 2019.
How many years of experience does William Bevins have?
William Bevins has 13 years in the financial industry, since October 2013, across 1 adviser firm.
What exams has William Bevins passed?
William Bevins has passed 5 licensing exams: the Series 63, Series 6, SIE, Series 66 and Series 7TO. The earliest, the Series 63, was passed in November 1995.
Where is William Bevins based?
William Bevins’ registered office is in Franklin, TN.
Is William Bevins registered with FINRA?
No. William Bevins has no current broker registration.
Is William Bevins a CFP?
Cypress Capital lists William Bevins with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify William Bevins’ record?
Search CRD 2638266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Bevins’ full registration record.