KS
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Khallada Simpson

5 Years of Experience
Memphis, TN
Broker

Khallada Simpson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, with 5 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

889 Ridge Lake Blvd, Memphis, TN, 38120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Khallada works as an independent contractor for Lyft and Uber, providing rides and deliveries, and as a seasonal flexible worker for Amazon, sorting and loading packages. These activities take about 10-20% of her time each and are performed on weekends and nights only.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Equitable Advisors, LLC
May 2022 - June 2022 · 1 mo
Equitable Advisors, LLCBroker
October 2021 - June 2022 · 8 mos
MML Distributors, LLCBroker
June 2015 - October 2017 · 2 yrs 4 mos
State Registrations1 state
TN
AdvisorBrokerBoth

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.