Anne
Simpson
Odyssey Personal Financial Advisors, LLC
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About this Advisor
Anne Simpson is a financial advisor based in Roswell, Georgia, working with Odyssey Personal Financial Advisors, LLC. Anne has previously held positions at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Kenwyck Capital, LLC, Odyssey Personal Financial Advisors, LLC, Purshe Kaplan Sterling Investments, Mcgladrey LLP, and Edward Jones. Anne has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Florida, Georgia, New Jersey, North Carolina, South Carolina, and Texas. Currently, Anne is part of Odyssey Personal Financial Advisors, LLC, which operates out of Roswell, Georgia. The firm has 5 employees and manages assets totaling $264.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Odyssey Personal Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Odyssey Personal Financial Advisors, LLC Brokerage Details
$263,970,000
5
914
$288,807
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anne Simpson Work History
Odyssey Personal Financial Advisors, LLC
Purshe Kaplan Sterling Investments
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Kenwyck Capital, LLC
Edward Jones
Mcgladrey Llp
Disclosures
Please visit the SEC profile of Anne Simpson 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 Odyssey Personal Financial Advisors, LLC
Roswell, GA
Roswell, GA
Roswell, GA
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