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Jimmy Bevins Jr.

Advisor at First Financial Coaching, Inc.

Updated today

Location

Belfry, KY

Credentials

ChFC®, Series 63

Industry experience

35 years

About

Jimmy Bevins Jr. is a financial advisor at First Financial Coaching, Inc. with 35 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Lincoln Financial Securities Corporation. Outside of his advisory role, he is involved in coaching and officiating sporting events through his business, Magic Mountain Outfitters. First Financial Coaching, Inc. serves individuals, families, business owners, and corporations by providing investment advisory services, retirement plan consulting, and financial education. The firm delivers primarily non-discretionary investment recommendations and partners with a third-party manager for discretionary portfolio management, emphasizing client education and financial analysis.

Client services

Based on First Financial Coaching, Inc.

Selection of other advisers Educational seminars or workshops Financial analysis

Occupation focus

Based on First Financial Coaching, Inc.

Founder/Business Owner

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Fee options

Fixed

Fixed fees generally ranging from $250 to $1,000 for financial analysis or special projects

Percentage

$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.00% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%

Project-based

$150 per hour

Other

Fee-only: Fixed fees for financial analysis services generally ranging from $250 to $1,000, hourly fees at $150 per hour

Location

Belfry, KY

Most active in

Kentucky

Work history

First Financial Coaching, Inc.

2023 - Present (3 years)

Lincoln Financial Securities Corporation

2008 - 2021 (13 years)

SELF-EMPLOYED

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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