Michael Simpton (CRD# 4431054) is an Investment Advisor Representative working at Parkstone Wealth Management, LLC in Arlington, TX and has over 22 years of experience in the finance industry. Michael Simpton 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkstone Wealth Management, LLC | Arlington, TX | Jan 2016 - Current | 8 |
| Sigma Financial Corporation | Ann Arbor, MI | Jan 2014 - Jan 2016 | 2 |
| Sigma Planning Corporation | Ann Arbor, MI | Sep 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- TX
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$2,282,058
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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