Brent Simms, financial advisor Columbus OH

Brent Simms

CRD Number: 1682860
Current Firm: Saling, Simms, Associates Inc.

Brent Simms (CRD# 1682860) is an Investment Advisor Representative working at Saling, Simms, Associates Inc. in Columbus, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Columbus, OH Mar 2024 - Current < 1
Steward Partners Investment Advisory, LLC Columbus, OH Mar 2024 - Current < 1
Saling Simms Associates Inc. Columbus, OH Sep 1987 - Current 36
Level Four Financial, LLC Dallas, TX Oct 2021 - Mar 2024 2
Raymond James Financial Services, Inc. Columbus, OH Jan 1989 - Mar 2024 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Brent R. Simms
Phone Number: 614-841-1881
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    1,093
    ACCOUNTS
  • Average Account Value
    $240,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, OH, TX, VA

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