Kevin Simpson, financial advisor Naples FL

Kevin Simpson

CRD Number: 2250499
Current Firm: Capital Wealth Planning, LLC

Kevin Simpson (CRD# 2250499) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Wealth Planning, LLC Naples, FL Jun 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin G. Simpson
Phone Number: 239-593-2100
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    9,243
    MILLIONS
  • Total Number of Accounts
    10,834
    ACCOUNTS
  • Average Account Value
    $853,118
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NH, PA, RI, TX

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