Brandon SimmonsCRD Number: 3136985
Current Firm: Strategic Wealth Advisors Group
Brandon Simmons (CRD# 3136985) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Rogers, AR and has over 18 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Lpl Financial LLC||Rogers, AZ||Sep 2011 - Current||6|
|Linsco/private Ledger Corp.||Orinda, CA||Nov 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management1,312MILLIONS
Total Number of Accounts7,978ACCOUNTS
Average Account Value$164,430
- 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)
AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA