The Simmons Partnership, LLC
The Simmons Partnership, LLC (CRD# 156740) is a financial advisory firm headquartered in Towson, MD. They manage $103,084,559 in 769 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management103MILLION
Total Number of Accounts769ACCOUNTS
Average Account Value$134,050
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
James Simmons (CRD# 3007867) is an Investment Advisor Representative working at The Simmons Partnership, LLC in Towson, MD and has over 18 years of experience in the finance industry. James Simmons 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.
Jennifer Ryan (CRD# 4710230) is an Investment Advisor Representative working at The Simmons Partnership, LLC in Towson, MD and has over 9 years of experience in the finance industry.