David
Simon
Western International Securities, Inc
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About this Advisor
David Simon is a financial advisor based in Crystal Bay, Nevada, working with Western International Securities, Inc. David has previously held a position at Western International Securities, Inc. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Illinois, and Nevada. Currently, David is part of Western International Securities, Inc, which operates out of Crystal Bay, Nevada. The firm has 87 offices and 461 employees. The firm manages assets totaling $3.7 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 Western International Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western International Securities, Inc Brokerage Details
$3,687,422,987
461
12,197
$302,322
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
David Simon Work History
Western International Securities, Inc
Disclosures
Please visit the SEC profile of David Simon 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 Western International Securities
Newport Beach, CA
Uniondale, NY
Pasadena, CA
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Grand Junction, CO
Westlake Village, CA
Santa Rosa, CA
Pasadena, 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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