Denim Simper (CRD# 6588491) is an Investment Advisor Representative working at Vantage Point Management, Inc. in North Ogden, UT and has over 5 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 1260613
Stratos Wealth Partners, Ltd
CRD# 5073773
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Vantage Point Management | North Ogden, UT | Jun 2018 - Current | 5 |
Gap Year - Not Employed | Centerville, UT | Aug 2017 - May 2018 | < 1 |
Vantage Point Managment | North Ogden, UT | Jan 2017 - Jul 2017 | < 1 |
Westminster College | Salt Lake City, UT | Aug 2012 - Jun 2017 | 4 |
Vantage Point Investments | Sandy, UT | Aug 2014 - Aug 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- UT
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$264,273
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
UT
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