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Kevin Simmons

1 Year of Experience
Selma, AL
Broker

Kevin Simmons is a registered investment advisor at Cetera Investment Advisers LLC, based in Selma, AL, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

418 Lauderdale Street, Selma, AL, 36701

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History

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.

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Other Business Activities

Kevin serves as a deacon for Elkdale Baptist Church, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2024 - Present · 2 yrs 1 mo
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs 2 mos
State Registrations1 state
AL
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.
Kevin Simmons - Financial Advisor | TrueAdvisor