Alicia Simpson (CRD# 2937392) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Lagrange, GA and has over 20 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 6319317
Edward Jones
CRD# 4676431
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Lagrange, GA | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Duluth, GA | Jan 2018 - Feb 2021 | 3 |
| Bb&t Investments | Charlotte, NC | Oct 2005 - Feb 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- GA
- TX
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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