William SimmermonCRD Number: 5283860
Current Firm: M Holdings Securities, Inc.
William Simmermon (CRD# 5283860) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 10 years of experience in the finance industry.
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
Secondhalf Planning & Investment, LLC
|Axa Advisors, LLC||New York, NY||Feb 2007 - Jul 2016||9|
|Unemployed||Centennial, CO||Jul 2006 - Feb 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops