John Simpson
John Simpson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Elizabeth City, NC, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
117 North Water Street, Elizabeth City, NC, 27909
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an independent contractor and owner/branch manager for Cascade Financial Planning, Inc. He also owns and manages multiple rental real estate properties through Ouachita Holdings LLC, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations20 states
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