Simplified Wealth Management

Simplified Wealth Management (CRD# 297059) is a financial advisory firm headquartered in Hattiesburg, MS. They manage $156,403,792 in 1,444 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    1,444
    ACCOUNTS
  • Average Account Value
    $108,313
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, FL, GA, LA, MS, TN, TX

Financial Advisors at Simplified Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
James R. Carpenter
CRD#: 4492120
14 Orleans Drive, Hattiesburg, MS 39402

James Carpenter (CRD# 4492120) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 22 years of experience in the finance industry.

2
Mark D. Creel
CRD#: 2191409
14 Orleans Drive, Hattiesburg, MS 39402

Mark Creel (CRD# 2191409) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 32 years of experience in the finance industry.

3
Kevin A. McCormick
CRD#: 5533934
14 Orleans Drive, Hattiesburg, MS 39402

Kevin McCormick (CRD# 5533934) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 15 years of experience in the finance industry.

4
Thomas A. Ricks
CRD#: 6244408
14 Orleans Drive, Hattiesburg, MS 39402

Thomas Ricks (CRD# 6244408) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 9 years of experience in the finance industry.

5
James F. Garraway
CRD#: 7132872
14 Orleans Drive, Hattiesburg, MS 39402

James Garraway (CRD# 7132872) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 4 years of experience in the finance industry.

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