William Simmons, financial advisor Huntsville AL
89 score

William Simmons

CRD Number: 6147448
Current Firm: H.d. Vest Advisory Services, Inc.

William Simmons (CRD# 6147448) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Huntsville, AL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Insurance Agnecy Inc. Irving, TX Nov 2015 - Current 1
Alabama Health Guidance Huntsville, AL Oct 2014 - Current 2
Hd Vest Investment Services Huntsville, AL Sep 2014 - Current 2
Hd Vest Insurance Agency Huntsville, AL Sep 2014 - Current 2
Hd Vest Advisory Services Huntsville, AL Sep 2014 - Current 2
William A. Simmons Cpa Huntsville, AL Aug 2014 - Current 2
Next Financial Group Inc. Houston, TX May 2013 - Sep 2014 1
Lifecourse Capital Inc. Madison, AL Dec 2012 - Sep 2014 1
Next Financial Group Inc. Madison, AL Dec 2012 - May 2013 < 1
Amedisys Hospic Huntsville, AL Oct 2007 - Dec 2012 5
Caris Healthcare Nashville, AL Aug 2006 - Oct 2007 1
Unemployed Nashville, AL Jul 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for William A. Simmons
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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