Julie Simmons
Julie Simmons is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Valley Grande, AL, with 40 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Valley Grande, AL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1996Customer Dispute
July 1995Other Business ActivitiesSells Insurance
Julie works full-time at Horizon Investment Group, providing brokerage, insurance, and investment advisory services through Cetera. She also dedicates minimal time per month as a committee member of Elkdale Baptist Church, overseeing employee compensation.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
Olde Discount CorporationBroker
Berney Perry & Company, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.