Robert
Simmons

Benjamin F. Edwards & Company, Inc

CRD#4573817
Investment Advisor
in Hattiesburg, MS

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About this Advisor

Robert Simmons is an investment advisor who works in Hattiesburg, Mississippi. Currently an investment advisor with Benjamin F. Edwards & Company, Inc, Simmons has 10 years of practice as a registered advisor. Simmons maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Simmons can work with investors based out of Mississippi and Texas. During their career, Simmons has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Benjamin F. Edwards & Co. Benjamin F. Edwards & Company, Inc is based out of Hattiesburg, Mississippi, and operates out of 74 other locations across the United States. In total, Benjamin F. Edwards & Company, Inc manages $8 billion in assets covering 29,895 client accounts and retains more than 509 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 14,778 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Benjamin F. Edwards & Company, Inc can provide 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 firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

6555 Us Highway 98-West Suite B
Hattiesburg, MS 39402

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Benjamin F. Edwards & Company, Inc Brokerage Details

Total Assets Under Management

$8,368,791,115

MS Average: $11,469,110,461
Total Number of Employees

509

MS Average: 458
Total Number of Accounts

29,895

MS Average: 33,415
Average Account Size

$279,939

MS Average: $343,232

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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

Robert Simmons Work History

Robert has 10 years of experience.

2019 - Present (3 years)

Benjamin F. Edwards & Co

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

Disclosures

Robert Simmons has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Benjamin F. Edwards & Company, Inc

Kristi Cranford
Sierra Vista, AZ
Susan Lewis
Saint Louis, MO
Richard Cardin
Saint Louis, MO
Timothy Platt
Saint Louis, MO
Mark Franco
Saint Louis, MO
David Hanson
Saint Louis, MO
Louis Howell
Saint Louis, MO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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