Luke
Massey
Simmons Capital Group
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About this Advisor
Luke Massey is a financial advisor based in Greer, South Carolina, working with Simmons Capital Group. Luke has previously held positions at Coverwallet/Aon, Heritage Christian Services, Best Buddies International, School Of The Holy Childhood, Spot Coffee, Steward Advisors Group, LLC, and Simmons Capital Group. Luke has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Luke is part of Simmons Capital Group, which operates out of Greer, South Carolina. The firm has 1 office and 7 employees. The firm manages assets totaling $211.5 million 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, and selection of other advisers. The fee structure at Simmons Capital Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simmons Capital Group Brokerage Details
$211,495,597
7
1,443
$146,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Luke Massey Work History
Steward Advisors Group, LLC
Simmons Capital Group
Coverwallet/Aon
Heritage Christian Services
Best Buddies International
School Of The Holy Childhood
Heritage Christian Services
Spot Coffee
Spot Coffee
Disclosures
Please visit the SEC profile of Luke Massey 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 Simmons Capital Group
Clifton Park, NY
Clifton Park, NY
Greer, SC
Clifton Park, NY
Clifton Park, NY
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