Marc Simmons is a registered investment advisor at Simco Financial, based in Canandaigua, NY, with 14 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Simco Financial provides investment management services, but fees are paid to Simco Financial from the other registered investment advisor managing a client's assets. Simco Financial earns compensation for referring clients to these advisors and providing ongoing services.
Location
2531 Rochester Road, Canandaigua, NY, 14424
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Regulatory History (1)
Criminal
March 2012Employment History
Current Registrations
Simco Financial
Previous Registrations
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Ensemble Financial Services, INC.Broker
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MML Investors Services, INC.Broker
New England Securities Corporation
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State Registrations1 state
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.