James SimmonsCRD 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.
Thrivent Investment Management Inc.
Abel Financial Management Company
Mml Investors Services, LLC
|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|
Total Assets Under Management145MILLIONS
Total Number of Accounts849ACCOUNTS
Average Account Value$171,016
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MD, PA, TX, VA
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