Reid Simpson (CRD# 6374409) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iams Wealth Management | Omaha, NE | Jul 2023 - Current | < 1 |
| Golfcoursehomes.com, LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
| Reid Simpson, Pllc | Scottsdale, AZ | Aug 2021 - Current | 2 |
| Personalized Financial | Phoenix, AZ | Jul 2021 - Current | 2 |
| Rvelocity, Inc. | Scottsdale, AZ | Sep 2021 - Jan 2023 | 1 |
| Silsync Inc. | Gilbert, AZ | Feb 2021 - Jan 2023 | 1 |
| Next Financial Group | Phoenix, AZ | Oct 2014 - Jul 2021 | 6 |
| Next Financial Group | Phoenix, AZ | Aug 2014 - Jul 2021 | 6 |
| Unemployed | Phoenix, AZ | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- AZ
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Total Assets Under Management213MILLIONS
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Total Number of Accounts1,652ACCOUNTS
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Average Account Value$129,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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