Laura Simpson (CRD# 5236307) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 15 years of experience in the finance industry. Laura Simpson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pax Financial Group, LLC | San Antonio, TX | Jun 2016 - Current | 7 |
| Lpl Financial, LLC | San Antonio, TX | Jan 2014 - Jul 2017 | 3 |
| 360 Wealth Management, LLC | San Antonio, TX | Jan 2015 - Jun 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
- NC
- TX
-
Total Assets Under Management600MILLIONS
-
Total Number of Accounts4,098ACCOUNTS
-
Average Account Value$146,428
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, FL, IL, LA, NC, OK, TX, VA
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