Simple Financial Solutions, LLC
Simple Financial Solutions, LLC (CRD# 150380) is a financial advisory firm headquartered in , . They manage $133,504,098 in 193 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management134MILLION
Total Number of Accounts193ACCOUNTS
Average Account Value$691,731
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Prizer (CRD# 1240586) is an Investment Advisor Representative working at Simple Financial Solutions, LLC in Maitland, FL and has 1 year of experience in the finance industry. John Prizer 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.