Mary SimmonsCRD Number: 5356291
Current Firm: Invest Financial Corporation
Mary Simmons (CRD# 5356291) is an Investment Advisor Representative working at Invest Financial Corporation in Tampa, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Invest Financial Corporation||Tampa, FL||May 2007 - Current||10|
|Pfic||Franklin, TN||Jan 1996 - May 2007||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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