Kristina SimmonsCRD Number: 5587885
Current Firm: Sc&h Financial Advisors, Inc.
Kristina Simmons (CRD# 5587885) is an Investment Advisor Representative working at Sc&h Financial Advisors, Inc. in Sparks, MD and has over 5 years of experience in the finance industry.
Commonwealth Financial Network
Oxford Planning Group, LLC
Msi Financial Services, Inc.
|Sc & H Financial Advisors, Inc.||Sparks, MD||Jun 2008 - Current||9|
|Triad Advisors||Norcross, GA||Nov 2008 - Sep 2017||8|
|Full Time Education||Stevenson, MD||Jul 2001 - May 2009||7|
|Peter & Woodnng, Cpts||Owning Mills, MD||Jan 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management293MILLIONS
Total Number of Accounts972ACCOUNTS
Average Account Value$301,850
- 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
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MD, NC, NH, PA, TX, VA