Simplified Wealth Management

Simplified Wealth Management (CRD# 297059) is a financial advisory firm headquartered in Hattiesburg, MS. They manage $121,023,916 in 1,338 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
6668 Highway 98, Suite A, Hattiesburg, MS 39402
https://www.mysimplifiedwealth.com
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    1,338
    ACCOUNTS
  • Average Account Value
    $90,451
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 Carpenter, financial advisor Hattiesburg MS
James R. Carpenter
CRD#: 4492120
6668 Highway 98, Suite A, Hattiesburg, MS 39402

James Carpenter (CRD# 4492120) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 21 years of experience in the finance industry.

2
Mark Creel, financial advisor Hattiesburg MS
Mark D. Creel
CRD#: 2191409
5 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 31 years of experience in the finance industry.

3
Kevin McCormick, financial advisor Hattiesburg MS
Kevin A. McCormick
CRD#: 5533934
6668 Highway 98, Suite A, Hattiesburg, MS 39402

Kevin McCormick (CRD# 5533934) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 14 years of experience in the finance industry.

4
Thomas Ricks, financial advisor Hattiesburg MS
Thomas A. Ricks
CRD#: 6244408
6668 Highway 98, Suite A, Hattiesburg, MS 39402

Thomas Ricks (CRD# 6244408) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 8 years of experience in the finance industry.

5
James Garraway, financial advisor Hattiesburg MS
James F. Garraway
CRD#: 7132872
6668 Highway 98, Suite A, Hattiesburg, MS 39402

James Garraway (CRD# 7132872) is an Investment Advisor Representative working at Simplified Wealth Management in Hattiesburg, MS and has over 3 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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