Katelyn Simmons (CRD# 6208246) is an Investment Advisor Representative working at Peddock Capital Advisors, LLC in Braintree, MA and has over 10 years of experience in the finance industry. Katelyn Simmons 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.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peddock Capital Advisors, LLC | Braintree, MA | Feb 2016 - Current | 8 |
| The Vanguard Group, Inc. | Charlotte, NC | Jun 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- MA
-
Total Assets Under Management614MILLIONS
-
Total Number of Accounts437ACCOUNTS
-
Average Account Value$1,403,999
- 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
- Other
MA, NV, TX
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