David Simmers, financial advisor Peoria AZ

David Simmers

CRD Number: 1226696
Current Firm: Spc

David Simmers (CRD# 1226696) is an Investment Advisor Representative working at Spc in Peoria, AZ and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Spc Ann Arbor, MI Dec 2014 - Current 9
Parkland Securities Ann Arbor, MI Aug 2014 - Current 9
Simwey Financial Group Peoria, AZ Aug 2003 - Current 20
Sammons Securities Company, LLC Ann Arbor, MI Aug 2009 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for David A. Simmers
Phone Number: 734-663-1611
Registered State(s):
  • AZ
  • CO
By the Numbers
  • Total Assets Under Management
    5,563
    MILLIONS
  • Total Number of Accounts
    30,541
    ACCOUNTS
  • Average Account Value
    $182,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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