Marcia SimpkinsCRD Number: 706068
Current Firm: Wells Fargo Clearing Services, LLC
Marcia Simpkins (CRD# 706068) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Washington, DC and has over 41 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Wells Fargo Clearing Services, LLC||Washington, DC||Nov 2016 - Current||5|
|Wells Fargo Advisors LLC||Washington, DC||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1981|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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