Robert SimmonsCRD Number: 4573817
Current Firm: Wells Fargo Clearing Services, LLC
Robert Simmons (CRD# 4573817) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Hattiesburg, MS and has over 15 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Icom Advisors, LLC
Lee-way Financial Services, Inc.
|Wells Fargo Clearing Services, LLC||Hattiesburg, MS||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Hattiesburg, MS||May 2010 - Nov 2016||6|
|Morgan Stanley Smith Barney||Hattiesburg, MS||Jun 2009 - May 2010||< 1|
|Citigroup Global Markets Inc.||Hattiesburg, MS||Feb 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY