Reid SimpsonCRD 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.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|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|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV