James Simmons, financial advisor Towson MD

James Simmons

CRD Number: 3007867
Current Firm: The Simmons Partnership, LLC

James Simmons (CRD# 3007867) is an Investment Advisor Representative working at The Simmons Partnership, LLC in Towson, MD and has over 24 years of experience in the finance industry. James Simmons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2011 - Current 11
The Simmons Partnership Towson, MD Mar 2011 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1998
Contact Info for James D. Simmons
Phone Number: 443-470-8000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    145
    MILLIONS
  • Total Number of Accounts
    849
    ACCOUNTS
  • Average Account Value
    $171,016
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
Types of Clients
Registered States

CA, FL, MD, PA, TX, VA

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