Karl Simmons (CRD# 1837353) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Flowood, MS and has over 35 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aurora Private Wealth, Inc. | Rockaway, NJ | Mar 2017 - Current | 7 |
| Sound Financial Strategies Group, Inc. | Cedar Park, TX | Mar 2017 - Current | 7 |
| Heartland Institute | Aurora, CO | Feb 2007 - Current | 17 |
| Simmons & Company, Inc. | Round Rock, TX | Aug 1996 - Current | 27 |
| National Planning Corporation | Cedar Park, TX | Jan 2011 - Mar 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1988 |
- TX
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts1,284ACCOUNTS
-
Average Account Value$143,685
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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