Mitchell Simmons, financial advisor Chattanooga TN
93 score

Mitchell Simmons

CRD Number: 1210665
Current Firm: Keel Point, LLC

Mitchell Simmons (CRD# 1210665) is an Investment Advisor Representative working at Keel Point, LLC in Chattanooga, TN and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Keel Point Capital, LLC Vienna, VA Jan 2015 - Current 1
Keel Point, LLC Vienna, VA Sep 2011 - Current 5
Barclays Capital Inc. Atlanta, GA Sep 2010 - Aug 2011 < 1
Mbsc Securities Corporation Atlanta, GA May 2010 - Sep 2010 < 1
Bny Mellon Atlanta, GA Oct 2007 - May 2010 2
Mbsc Securities Corporation Atlantia, GA Mar 2008 - Oct 2008 < 1
Swingvote Atlanta, GA May 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Mitchell F. Simmons
Phone Number: 256-704-0505
Firm Website: http://bluecreekip.com
Registered State(s):
  • GA
  • VA
  • TN
By the Numbers
  • Total Assets Under Management
    1,428
    MILLIONS
  • Total Number of Accounts
    1,882
    ACCOUNTS
  • Average Account Value
    $758,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, MN, MO, MS, NC, NE, NH, PA, SC, SD, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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