Kevin Fitzsimmons (CRD# 3173643) is an Investment Advisor Representative working at Smith Shellnut Wilson in Ridgeland, MS and has over 24 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 |
---|---|---|---|
Smith Shellnut Wilson | Ridgeland, MS | Jan 2024 - Current | < 1 |
Smith Shellnut Wilson LLC | Manahawkin, NJ | Jan 2024 - Current | < 1 |
D.a. Davidson & Company | New York, NY | May 2019 - Current | 5 |
D.a. Davidson & Company | Red Bank, NJ | May 2019 - Jan 2024 | 4 |
Unemployed | Millburn, NJ | Mar 2019 - May 2019 | < 1 |
Fig Partners LLC | Red Bank, NJ | Jan 2018 - Mar 2019 | 1 |
Unemployed | Millburn, NJ | May 2017 - Jan 2018 | < 1 |
Hovde Group, LLC | Chicago, IL | May 2017 - Jun 2017 | < 1 |
Hovde Group, LLC | Chicago, IL | Jan 2016 - May 2017 | 1 |
Hovde Group, LLC | Chicago, IL | Jun 2014 - May 2017 | 2 |
Sandler O'neill & Partners | New York, NY | Apr 2003 - Jun 2014 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1999 |
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- NJ
-
Total Assets Under Management7,234MILLIONS
-
Total Number of Accounts696ACCOUNTS
-
Average Account Value$10,393,229
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Security ratings or pricing services
AL, AR, GA, LA, MS, NJ, SC, TN, TX
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