Martin SimmonsCRD Number: 5923642
Current Firm: Suntrust Investment Services, Inc.
Martin Simmons (CRD# 5923642) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Nashville, TN and has over 5 years of experience in the finance industry.
Retirement Resources Management, LLC
Envision Wealth Planning
Raymond James Financial Services Advisors, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Jun 2011 - Current||6|
|Suntrust Bank||Nashville, TN||Jun 2011 - Current||6|
|Ascap||Nashville, TN||Apr 2009 - Apr 2011||2|
|Ascap||Nashville, TN||Apr 2006 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV