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About this Advisor
Samantha Simons is a financial advisor operating in Cambridge, Minnesota, with 10 years of industry experience. Simons currently works for Efs Advisors. Their career trajectory has included roles at Educators Financial and Advanced Advisor Group. Simons holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. Efs Advisors is a financial advisory company based in Cambridge, MN. The investment advisory business has offices in 31 locations and a total of 55 financial advisors. It oversees $2 billion in total assets across its 26,921 client accounts, placing it among the largest firms in the nation by assets under management. Efs Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by Efs Advisors likely include asset-based and hourly fees.
Certifications and Registrations
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Efs Advisors Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Samantha Simons Work History
Samantha has been registered as a financial advisor for 10 years.*
Advanced Advisor Group
*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.
Please visit the SEC profile of Samantha Simons 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 Efs Advisors
Eden Prairie, MN
Mount Vernon, IA
Maple Grove, MN
Eagle Lake, MN
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 email@example.com.
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