Robert Simmons (CRD# 4573817) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Hattiesburg, MS and has over 21 years of experience in the finance industry.
CRD# 4712192
Cetera Investment Advisers LLC
CRD# 4885761
Icom Advisors, LLC
CRD# 4492120
Simplified Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Benjamin F. Edwards & Company | Hattiesburg, MS | Sep 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Hattiesburg, MS | Nov 2016 - Sep 2019 | 2 |
| Wells Fargo Advisors LLC | Hattiesburg, MS | May 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- MS
- TX
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Total Assets Under Management13,158MILLIONS
-
Total Number of Accounts44,978ACCOUNTS
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Average Account Value$292,552
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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