Arrin Simpson (CRD# 6362670) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Trajan Wealth, LLC | Scottsdale, AZ | Feb 2023 - Current | 1 |
Fisher Investments | Plano, TX | Aug 2021 - Feb 2023 | 1 |
Massachusetts Mutual Life Insurance Company | Dallas, TX | Feb 2021 - Aug 2021 | < 1 |
Mml Investors Services | Dallas, TX | Feb 2021 - Aug 2021 | < 1 |
The Prudential Insurance Company Of America | Tampa, FL | Mar 2020 - Feb 2021 | < 1 |
Pruco Securities | Tampa, FL | Mar 2020 - Feb 2021 | < 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Dec 2018 - Mar 2020 | 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Dec 2018 - Mar 2020 | 1 |
Needham Canine Creche | Needham, Suffolk, | Mar 2017 - Dec 2019 | 2 |
First Command Advisory Services, Inc. | Fort Worth, TX | Dec 2015 - Mar 2017 | 1 |
First Command Financial Services, Inc. | Fort Worth, TX | Oct 2014 - Mar 2017 | 2 |
First Command Financial Services, Inc. | Fort Worth, TX | Oct 2014 - Mar 2017 | 2 |
First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2014 - Oct 2014 | < 1 |
Bcs Cloudmedia | London, | Sep 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
S63 | Uniform Securities State Law Examination | Aug 2014 |
- TX
-
Total Assets Under Management1,365MILLIONS
-
Total Number of Accounts13,372ACCOUNTS
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Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, ID, IL, LA, MI, MO, NE, NM, NV, NY, OK, OR, SD, TN, TX, UT, VA, WA, WY
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