Stephen SimmonsCRD Number: 3101969
Current Firm: Vulcan Value Partners LLC
Stephen Simmons (CRD# 3101969) is an Investment Advisor Representative working at Vulcan Value Partners LLC in Birmingham, AL and has over 19 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Vulcan Value Partners LLC||Birmingham, AL||Feb 2013 - Current||4|
|Consolidated Shoe Company||Lynchburg, VA||Jan 2012 - Feb 2013||1|
|Flippin Bruce & Porter||Lynburg, VA||Oct 1998 - Jan 2012||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management11,527MILLIONS
Total Number of Accounts1,520ACCOUNTS
Average Account Value$7,583,386
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV