Elizabeth Sims
Elizabeth Sims is a registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
13560 Morris Rd, Suite 1030, Alpharetta, GA, 30004
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2002Customer Dispute
October 2002Other Business Activities
Elizabeth owns Wanderlust! Experiences, planning travel experiences for small groups, dedicating a few hours per week. She also owns Simseo Financial LLC, a financial practice, dedicating full-time hours, and is co-trustee for her father's trust. Additionally, Elizabeth is president of Glenridge Estates HOA, spending minimal time, and owns rental properties through Simseo Sinclair LLC and directly, spending minimal time on each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations19 states
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