William SimmonsCRD 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 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|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|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, 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