Isaiah Simon, financial advisor Bridgeport WV

Isaiah Simon

CRD Number: 6883459
Current Firm: Cetera Advisor Networks LLC

Isaiah Simon (CRD# 6883459) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Bridgeport, WV and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Oct 2021 - Current < 1
Graham-simon Plumbing Clarksburg, WV Apr 2021 - Oct 2021 < 1
Club Capital Bethesda, MD Jun 2020 - Apr 2021 < 1
Star Furniture Clarksburg, WV Dec 2019 - Jun 2020 < 1
Graham-simon Plumbing Clarksburg, WV Aug 2019 - Dec 2019 < 1
Star Furniture Clarksburg, WV Sep 2018 - Aug 2019 < 1
Hafele America Corporation Archdale, NC Jun 2018 - Sep 2018 < 1
Graham-simon Plumbing Clarksburg, WV Dec 2012 - May 2018 5
Wal-mart Morgantown, WV Aug 2012 - Dec 2012 < 1
Graham-simon Plumbing Clarksburg, WV Jun 2011 - Jul 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Isaiah R. Simon
Phone Number: 310-326-3100
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    50,296
    MILLIONS
  • Total Number of Accounts
    174,993
    ACCOUNTS
  • Average Account Value
    $287,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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