Jeff SimsCRD Number: 5884830
Current Firm: Wells Fargo Advisors, LLC
Jeff Sims (CRD# 5884830) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Boaz, AL and has over 6 years of experience in the finance industry.
Longview Financial Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Gateway Wealth Management, LLC
|Wells Fargo Advisors LLC||Gadsden, AL||Jan 2011 - Current||6|
|Wells Fargo Bank, N.a.||Gadsden, AL||Oct 2009 - Current||7|
|Liberty National Life Ins||Albertville, AL||Jan 2008 - Oct 2009||1|
|Mueller Company||Albertville, AL||Apr 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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