Louis SimpsonCRD Number: 1088929
Current Firm: Sq Advisors, LLC
Louis Simpson (CRD# 1088929) is an Investment Advisor Representative working at Sq Advisors, LLC in Naples, FL and has 1 year of experience in the finance industry.
Riverglades Family Offices, LLC
Young Richard C & Co Ltd
Independent Financial Partners
|Sq Advisors||Naples, FL||Jan 2011 - Current||7|
|Geico||Washington, DC||Jul 1979 - Dec 2010||31|
Total Assets Under Management2,598MILLIONS
Total Number of Accounts240ACCOUNTS
Average Account Value$10,824,903
- A percentage of assets under your management
- 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
CA, CT, FL, IL, NY, TX, VA
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