Teresa Simmons, financial advisor Pulaski TN

Teresa Simmons

CRD Number: 4247827
Current Firm: Next Financial Group, Inc.

Teresa Simmons (CRD# 4247827) is an Investment Advisor Representative working at Next Financial Group, Inc. in Pulaski, TN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Jun 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Teresa M. Simmons
Phone Number: 877-876-6398
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
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
  • Pension consulting services
  • 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, WY

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