Simon Singer (CRD# 425218) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Encino, CA and has 1 year of experience in the finance industry. Simon Singer 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# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Encino, CA | Apr 2016 - Current | 8 |
| Kestra Investment Services, LLC | Encino, CA | Apr 2006 - Current | 18 |
| Kbc Financial And Insurance Services, Inc. | La Quinta, CA | Jan 2004 - Current | 20 |
| Bruce Givner, Apc | Los Angeles, CA | Jan 2004 - Current | 20 |
| Vms, Inc. | Encino, CA | Dec 2002 - Current | 21 |
| Xel Financial And Insurance Services, Inc. | Encino, CA | Dec 2002 - Current | 21 |
| Bfhs Insurance Services, Inc. | Encino, CA | Dec 1992 - Current | 31 |
| Nfp Securities, Inc. | Encino, CA | Apr 2006 - Apr 2016 | 10 |
- CA
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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)
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