Nvest Wise, LLC

Nvest Wise, LLC (CRD# 145063) is a financial advisory firm headquartered in , . They manage $637,802 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $127,560
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Nvest Wise, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daphane Simmons, financial advisor Douglasville GA
Daphane C. Simmons
CRD#: 4823869
Douglasville, GA

Daphane Simmons (CRD# 4823869) is an Investment Advisor Representative working at Nvest Wise, LLC in Douglasville, GA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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