Robert Simmons, financial advisor Huntington WV

Robert Simmons

CRD Number: 4768309
Current Firm: Rbc Capital Markets, LLC

Robert Simmons (CRD# 4768309) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Huntington, WV and has over 19 years of experience in the finance industry. Robert Simmons 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.

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Professional Designations
Company Name Location Dates Years
City National Bank Huntington, WV May 2022 - Current 1
Rbc Capital Markets Corporation Huntington, WV Mar 2009 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Robert P. Simmons
Phone Number: 212-858-7000
Registered State(s):
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
  • Other
Types of Clients
Registered States

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

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