Hannah Simpson, financial advisor Austin TX

Hannah Simpson

CRD 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.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
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
Contact Info for Hannah M. Simpson
Phone Number: 512-628-2300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,177
    MILLIONS
  • Total Number of Accounts
    3,333
    ACCOUNTS
  • Average Account Value
    $353,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, LA, NC, NM, NY, OH, PA, SC, TX, VA

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