Wendy Simon (CRD# 5882873) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 7 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
- FL
-
Total Assets Under Management1,419MILLIONS
-
Total Number of Accounts11,428ACCOUNTS
-
Average Account Value$124,183
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, WY
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