Hannah SimpsonCRD Number: 6521499
Current Firm: Per Stirling Capital Management, LLC
Hannah Simpson (CRD# 6521499) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 3 years of experience in the finance industry. Hannah Simpson 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Per Stirling Capital Management, LLC||Austin, TX||Jul 2021 - Current||< 1|
|Hightower Advisors LLC||Chicago, IL||Sep 2020 - Jul 2021||< 1|
|Frontier Investment Management Company||Dallas, TX||Jul 2018 - Sep 2020||2|
|Texas Tech University||Lubbock, TX||Aug 2016 - May 2018||1|
|Dsw, Inc.||Lubbock, TX||Oct 2016 - Oct 2017||1|
|Tbg Wealth Management||Austin, TX||Jun 2016 - Aug 2016||< 1|
|Fouri Sons Quality Cleaners||Austin, TX||Jun 2015 - May 2016||< 1|
|Texas A&m University||College Station, TX||Aug 2012 - May 2016||3|
|Tbg Wealth Management||Austin, TX||Jun 2015 - Aug 2015||< 1|
|Rolling Dough Ltd.||College Station, TX||Feb 2014 - Sep 2014||< 1|
|Blinn Junior College||Bryan, TX||Aug 2012 - May 2014||1|
|Austin Community College||Austin, TX||Aug 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2018|
Total Assets Under Management1,177MILLIONS
Total Number of Accounts3,333ACCOUNTS
Average Account Value$353,077
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, LA, NC, NM, NY, OH, PA, SC, TX, VA
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