Kelly Simms, financial advisor Tampa FL
77 score

Kelly Simms

CRD Number: 6314976
Current Firm: Usaa Financial Planning Services

Kelly Simms (CRD# 6314976) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Beachbody LLC Santa Monica, CA Jul 2015 - Current 1
Usaa Financial Planning Services Tampa, FL May 2014 - Current 2
Usaa Financial Advisors Inc. Tampa, FL Mar 2014 - Current 2
Get A Grip Total Fitness Lutz, FL Jan 2013 - Current 3
Usaa Federal Savings Bank Tampa, FL Mar 2013 - May 2014 1
T-mobile Tampa, FL Jul 1998 - Mar 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S65 NASAA Investment Advisors Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kelly M. Simms
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • 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, VI, VT, WA, WI, WV

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BADGES
77

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