Bree Simmons is a registered investment advisor, based in Ft. Lauderdale, FL, with 8 years of industry experience.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Bree operates under the DBA Simmons Financial, providing financial services for commissions and advisory fees, dedicating nearly all of her time to this endeavor. She also works as an agent selling fixed insurance, spending minimal time on this activity.
Employment History
Current Registrations
Kovack Securities INC.Broker
Kovack Advisors, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
State Registrations12 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.