Richard SimonsonCRD Number: 2845559
Current Firm: Global View Investment Advisors, LLC
Richard Simonson (CRD# 2845559) is an Investment Advisor Representative working at Global View Investment Advisors, LLC in Greenville, SC and has over 26 years of experience in the finance industry. Richard Simonson 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.
Ae Wealth Management, LLC
|Global View Investment Advisors, LLC||Greenville, SC||Oct 2007 - Current||15|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2005 - Current||17|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jan 2005 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management382MILLIONS
Total Number of Accounts1,516ACCOUNTS
Average Account Value$251,652
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
GA, NC, SC, TX
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