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).
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Total Assets Under Management156MILLION
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Total Number of Accounts1,444ACCOUNTS
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Average Account Value$108,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, FL, GA, LA, MS, TN, TX
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.
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.
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.
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.
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.