Simeon Wallis, financial advisor Atlanta GA

Simeon Wallis

CRD Number: 2771239
Current Firm: Aprio Wealth Management, LLC

Simeon Wallis (CRD# 2771239) is an Investment Advisor Representative working at Aprio Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Aprio, LLP Atlanta, GA Jan 2020 - Current 4
Aprio Wealth Management, LLC Atlanta, GA Jan 2020 - Current 4
Valor Bridges Partners Atlanta, GA May 2013 - Jan 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
Contact Info for Simeon R. Wallis
Phone Number: 404-892-9651
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,835
    MILLIONS
  • Total Number of Accounts
    2,121
    ACCOUNTS
  • Average Account Value
    $865,233
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA

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