Simone Vannoy (CRD# 5630921) is an Investment Advisor Representative working at Vannoy Advisory Group, Inc. in Round Rock, TX and has over 15 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vannoy Advisory Group, Inc. | Waco, TX | Aug 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2008 |
- TX
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts231ACCOUNTS
-
Average Account Value$566,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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