George Simpson, financial advisor Santa Clarita CA
93 score

George Simpson

CRD Number: 1083026
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

George Simpson (CRD# 1083026) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Santa Clarita, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Saugus, CA Jun 1999 - Current 17
E.a.c. Securities, Ltd. Pacific Palisades, CA Dec 1982 - Current 34
Professional Tax Service Saugus, CA Aug 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
Contact Info for George W. Simpson
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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