Dana SimcoxCRD Number: 1411948
Current Firm: Raymond James Financial Services Advisors, Inc.
Dana Simcox (CRD# 1411948) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Wayne, IN and has over 31 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Raymond James Financial Services Advisors, Inc.||Ft Wayne, IN||Jan 2009 - Current||7|
|Premier Building Systems, Inc.||Ft. Wayne, IN||Sep 2005 - Current||11|
|Raymond James Financial Services||Fort Wayne, IN||Jul 2003 - Current||13|
|Insurance Non-variable||Fort Wayne, IN||Jun 2007 - Jan 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- Educational seminars/workshops