Peggy
Slaughter

Saling, Simms, Associates Inc

CRD#4635901
Investment Advisor
in Columbus, OH

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About this Advisor

Peggy Slaughter is a certified financial planner working in Columbus, Ohio who has 9 years of relevant experience. Slaughter is an advisor for Saling, Simms, Associates Inc. Over the course of their career, they have held roles at Raymond James Financial Services, Rmg Financial Group, Raymond James Financial Services Advisors, Inc, Non-Variable Insurance, Saling Simms Associates and Level Four Financial, LLC. Slaughter maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Ohio. Saling, Simms, Associates Inc is a company that has its headquarters in Columbus, OH. It controls $263 million in assets across its 1,093 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,093 client accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on which services the firm provides the client. Fee types billed by Saling, Simms, Associates Inc can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

7965 N. High St. Suite 130
Columbus, OH 43235

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Saling, Simms, Associates Inc Brokerage Details

Total Assets Under Management

$262,889,374

OH Average: $2,106,341,625
Total Number of Employees

6

OH Average: 34
Total Number of Accounts

1,093

OH Average: 1,972
Average Account Size

$240,521

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Peggy Slaughter Work History

Peggy has been registered as a financial advisor for 9 years.*

2021 - Present (3 years)

Level Four Financial, LLC

2008 - Present (16 years)

Saling Simms Associates

2009 - 2021 (12 years)

Raymond James Financial Services Advisors, Inc

2008 - 2021 (13 years)

Raymond James Financial Services

2008 - 2013 (5 years)

Rmg Financial Group

2008 - 2016 (8 years)

Non-Variable Insurance

*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 Peggy Slaughter 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 Saling, Simms, Associates Inc

Peggy Slaughter
Columbus, OH
Brent Simms
Columbus, OH
James Saling
Columbus, OH

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.

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