Justin Simmers
Justin Simmers is a registered investment advisor at Osaic Institutions, INC., based in Delmont, PA, with 28 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
38 Greensburg Street, Delmont, PA, 15626
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Regulatory History (1)
Customer Dispute
November 2022Other Business Activities
Justin works as a Banking Financial Advisor at First Commonwealth Bank since January 2018. He also works in the First Commonwealth Bank Trust Division, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Natcity Investments, INC.Broker
Citizens Investment Services CORP.Broker
Dreyfus Service CorporationBroker
The Dreyfus Service CorporationBroker
Dreyfus Financial Services CorporationBroker
Dreyfus Investment Services Company, LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 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.
Exams
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