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.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| 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 |
- GA
-
Total Assets Under Management1,835MILLIONS
-
Total Number of Accounts2,121ACCOUNTS
-
Average Account Value$865,233
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CT, FL, GA, LA, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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