Douglas SimmsCRD Number: 5461794
Current Firm: Datatex Investment Services Inc.
Douglas Simms (CRD# 5461794) is an Investment Advisor Representative working at Datatex Investment Services Inc. in Clayton, MO and has over 10 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|K. W. Chambers & Co||Clayton, MO||Jul 2011 - Current||6|
|Datatex Investment Services||Clayton, MO||Jul 2011 - Current||6|
|National Planning Corporation||Ellisville, MO||Jan 2014 - Oct 2017||3|
|Cuttingedge Advisors||Saint Louis, MO||Jan 2010 - Mar 2013||3|
|Silver Oak Securities, Inc.||Jackson, TN||Jun 2009 - Mar 2013||3|
|Edward Jones||St Louis, MO||Dec 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management29MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$57,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
IL, MO, OH, TN, TX, WI