David SimmersCRD Number: 1226696
Current Firm: Spc
David Simmers (CRD# 1226696) is an Investment Advisor Representative working at Spc in Peoria, AZ and has over 33 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Spc||Ann Arbor, MI||Dec 2014 - Current||2|
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Current||3|
|Simwey Financial Group||Peoria, AZ||Aug 2003 - Current||14|
|Sammons Securities Company, LLC||Ann Arbor, MI||Aug 2009 - Aug 2014||5|
|Woodbury Financial Services, Inc.||Woodbury, MN||Apr 2003 - Aug 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management1,987MILLIONS
Total Number of Accounts11,707ACCOUNTS
Average Account Value$169,758
- 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
- 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
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
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