Stephen Simmons (CRD# 4655879) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 20 years of experience in the finance industry.
CRD# 6593537
Edward Jones
CRD# 5303702
Manchester Capital Management LLC
CRD# 4477713
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simmons Financial Partners | Bennington, VT | Jan 2018 - Current | 6 |
| Equity Services, Inc. | Montpelier, VT | Jan 2018 - Current | 6 |
| People's Securities | Bennington, VT | Sep 2009 - Jan 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- VT
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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