Reid Simpson, financial advisor Phoenix AZ
88 score

Reid Simpson

CRD Number: 6374409
Current Firm: Next Financial Group, Inc.

Reid Simpson (CRD# 6374409) is an Investment Advisor Representative working at Next Financial Group, Inc. in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Phoenix, AZ Aug 2014 - Current 2
Unemployed Phoenix, AZ May 2014 - Jul 2014 < 1
Student Phoenix, AZ Jan 2012 - Apr 2014 2
Eagle Com Marketing Phoenix, AZ May 2012 - Aug 2012 < 1
Student Phoenix, AZ Jan 2011 - Dec 2011 < 1
Unemployed Phoenix, AZ Jun 2010 - Dec 2010 < 1
Student Phoenix, AZ Aug 2008 - May 2010 1
Unemployed Delta, Jul 2008 - Jul 2008 < 1
Student Tsawwassen, Sep 2005 - Jun 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Reid J. Simpson
Phone Number: 713-789-7122
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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