Wendy Simon (CRD# 5882873) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 6 years of experience in the finance industry.
CRD# 5548317
Davis Private Wealth, LLC
Score
103
CRD# 2417412
Castle Wealth Management
Score
103
CRD# 1154531
Financial Security Services, LLC
Score
101
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jul 2016 - Current | 1 |
| Bbva Securities Inc. | Penscaola, FL | May 2014 - Jun 2016 | 2 |
| Compass Bank | Penscaola, FL | May 2014 - Jun 2016 | 2 |
| Bbva Wealth Solutions Inc. | Pensacola, FL | May 2014 - Jun 2016 | 2 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Apr 2014 - Jun 2016 | 2 |
| Edward Jones | St Louis, MO | Jan 2011 - May 2014 | 3 |
| Wells Fargo Bank | Pensacola, FL | Mar 2007 - Jan 2011 | 3 |
| Suntrust Bank | Pensacola, FL | Sep 2000 - Mar 2007 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- FL
-
Total Assets Under Management1,181MILLIONS
-
Total Number of Accounts10,305ACCOUNTS
-
Average Account Value$114,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.