Anne
Simpson
Odyssey Personal Financial Advisors, LLC
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About this Advisor
Anne Simpson is a certified financial planner who works out of Roswell, Georgia, with a total of 1 year of industry experience. Simpson is on the advisory team at Odyssey Personal Financial Advisors, LLC. The advisor has gained experience at Edward Jones, Sc&H Group Llp, Mcgladrey Llp, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Kenwyck Capital, LLC, Odyssey Personal Financial Advisors, LLC and Purshe Kaplan Sterling Investments. Simpson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Georgia, North Carolina, South Carolina and Texas. Odyssey Personal Financial Advisors, LLC is a financial advisory firm that has its headquarters in Roswell, GA. It administers $229 million in total assets across its 895 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 895 accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Odyssey Personal Financial Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Odyssey Personal Financial Advisors, LLC Brokerage Details
$229,300,000
5
895
$256,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Anne Simpson Work History
Anne has been registered as a financial advisor for 1 years.*
Odyssey Personal Financial Advisors, LLC
Purshe Kaplan Sterling Investments
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Kenwyck Capital, LLC
Edward Jones
Mcgladrey Llp
Sc&H Group Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Roswell, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.