Laura
Simpson
Pax Financial Group
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About this Advisor
Laura Simpson is a certified financial planner based out of San Antonio, Texas, with a total of 7 years of relevant experience. Simpson is an advisor for Pax Financial Group. The advisor has gained experience at Secu Brokerage Services, State Employees' Credit Union, Credit Union Investment Services, Members Trust Company, State Farm Ins, Lpl Financial, LLC, 360 Wealth Management, LLC and Pax Financial Group, LLC. Simpson has a Series 63 license, designating them as a securities agent, and is registered to operate in North Carolina and Texas. Pax Financial Group is a financial advisory company that has its headquarters in San Antonio, TX. The firm has a total of 22 advisors. It oversees $495 million in assets across its 4,078 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 4,078 client accounts, just 4% belong to high-net-worth investors who have greater than $1 million in assets. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on the type of financial services provided. However, fee types billed by Pax Financial Group can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pax Financial Group Brokerage Details
$494,838,589
22
4,078
$121,343
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Laura Simpson Work History
Laura has been registered as a financial advisor for 7 years.*
Pax Financial Group, LLC
360 Wealth Management, LLC
Lpl Financial, LLC
State Farm Ins
Members Trust Company
Secu Brokerage Services
Credit Union Investment Services
State Employees' Credit Union
*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 Laura Simpson 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 Pax Financial Group
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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.
