Reginald
Simmons

Cetera Investment Advisers LLC

CRD#2638477
Investment Advisor
in Tampa, FL

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About this Advisor

Reginald Simmons is a financial advisor based in Tampa, Florida, working with Cetera Investment Advisers LLC. Reginald has previously held positions at Transamerica Financial Advisors, Inc, Provise Management Group, LLC, Nfp Advisor Services, LLC, Gte Federal Credit Union, Unknown, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and Kestra Investment Services, LLC. Reginald has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Reginald is part of Cetera Investment Advisers LLC, which operates out of Tampa, Florida. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 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 educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

711 E Henderson Avenue
Tampa, FL 33602

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

FL Average: $6,674,516,078
Total Number of Employees

6,648

FL Average: 44
Total Number of Accounts

423,554

FL Average: 2,564
Average Account Size

$246,648

FL Average: $2,603,165

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
  • Educational seminars/workshops

Reginald Simmons Work History

2022 - Present (2 years)

Cetera Investment Advisers LLC

2021 - Present (3 years)

Gte Federal Credit Union

2021 - Present (3 years)

Cetera Investment Services LLC

2020 - 2020 (< 1 year)

Gte Federal Credit Union

2020 - 2020 (< 1 year)

Unknown

2020 - 2020 (< 1 year)

Cetera Investment Services LLC

2019 - 2020 (1 year)

Unknown

2018 - 2019 (1 year)

Kestra Investment Services, LLC

2016 - 2018 (2 years)

Kestra Investment Services, LLC

2015 - 2019 (4 years)

Provise Management Group, LLC

2015 - 2016 (1 year)

Nfp Advisor Services, LLC

2013 - 2015 (2 years)

Transamerica Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Reginald Simmons 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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