Unclaimed Profile

John William Bever

PHASE III ADVISORY SERVICES, LTD·BUFFALO GROVE, Illinois

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63CFPClean record34 years registeredPHASE III ADVISORY SERVICES, LTD

1110 W. LAKE COOK RD, BUFFALO GROVE, IL 60089CRD# 1199159Firm CRD# 122959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John William Bever · BUFFALO GROVE, IL

Registration

CRD #1199159 · PHASE III ADVISORY SERVICES, LTD · 34 years registered

Brand Profile

Not yet started

Career History

PHASE III ADVISORY SERVICES, LTD

Jun 1998 – present

OSAIC WEALTH, INC.

Oct 2023 – Oct 2023

SCOTTSDALE, AZ

DAVID H. MORTON, LTD.

Jan 2003 – Dec 2005

BUFFALO GROVE, IL

ROYAL ALLIANCE ASSOCIATES, INC.

May 1992 – Mar 2015

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · May 14, 1992

Years registered · 34

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHASE III ADVISORY SERVICES, LTD

CRD 122959 · SEC 801-63806

AUM

$148M

Regulatory assets under management

Employees

1,350 client accounts

Services offered by PHASE III ADVISORY SERVICES, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PHASE III ADVISORY SERVICES, LTD →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BUFFALO GROVE?

Browse all registered financial advisors in BUFFALO GROVE, Illinois or claim this profile if it's yours.

Browse BUFFALO GROVE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John William Bever offer?

John William Bever specializes in Financial Planning, Investment Management. Contact their office in BUFFALO GROVE, Illinois for a consultation.

What are John William Bever's credentials?

John William Bever holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John William Bever located?

John William Bever is based in BUFFALO GROVE, Illinois, working with PHASE III ADVISORY SERVICES, LTD. Their office serves clients in the BUFFALO GROVE metropolitan area and surrounding communities.

How does John William Bever charge for services?

John William Bever's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHASE III ADVISORY SERVICES, LTD?

PHASE III ADVISORY SERVICES, LTD has approximately 2 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →