Carla Simon is a registered investment advisor at Insight Advisors, LLC, based in Newtown, PA, with 26 years of industry experience. Carla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
IM Fee
Planning only
Assets Under Management
$785.6M
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Location
10 N. State Street, Newtown, PA, 18940
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Insight Advisors, LLC
August 2013 - Present · 12 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2013 - October 2018 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2005 - August 2013 · 8 yrs 4 mos
UBS Financial Services INC.Broker
October 1999 - April 2005 · 5 yrs 6 mos
State Registrations1 state
PA
Advisor
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
No exam information available for this advisor.