Francis
Simms
Connectus Wealth
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About this Advisor
Francis Simms is a financial advisor based in Orlando, Florida, working with Connectus Wealth. Francis has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Northcoast Asset Management, Quasar Distributors, LLC, Connectus Wealth, and Kovitz Investment Group Partners, LLC. Francis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Florida. Currently, Francis is part of Connectus Wealth, which operates out of Orlando, Florida. The firm has 7 offices and 97 employees. The firm manages assets totaling $8.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Connectus Wealth includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Connectus Wealth Brokerage Details
$8,674,470,008
97
12,022
$721,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Francis Simms Work History
Kovitz Investment Group Partners, LLC
Connectus Wealth
Quasar Distributors, LLC
Northcoast Asset Management
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Francis Simms to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Connectus Wealth
Cockeysville, MD
Doxbury, MA
Windham, NH
Orlando, FL
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