Nicholas Simmons (CRD# 6263186) is an Investment Advisor Representative working at Primerica Advisors in West Chester, OH and has over 4 years of experience in the finance industry.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Torchlight Financial Group | West Chester, OH | Mar 2021 - Current | 3 |
| Pfs Investments Inc. | West Chester, OH | Mar 2014 - Current | 10 |
| Primerica Financial Services | West Chester, OH | Mar 2013 - Current | 11 |
| Linden Grove Schools | Cincinnati, OH | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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