Bradley SimmonsCRD Number: 716094
Current Firm: Stifel, Nicolaus & Company, Incorporated
Bradley Simmons (CRD# 716094) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Atlanta, GA and has over 41 years of experience in the finance industry.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|Stifel Nicolaus & Co Inc.||Atlanta, GA||Jul 2014 - Current||8|
|Raymond James & Associates, Inc.||Atlanta, GA||Feb 2013 - Jul 2014||1|
|Morgan Keegan And Company Inc.||Atlanta, GA||Jan 2005 - Feb 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1980|
|S65||NASAA Investment Advisors Law Examination||Jul 1992|
Total Assets Under Management148,561MILLIONS
Total Number of Accounts316,625ACCOUNTS
Average Account Value$469,203
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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