The companies selected
exceed the criteria below:
Exceptional Client References
10+ Years of Experience
No Lawsuits or Grievances
Signed Fiduciary Oath
Advanced Certifications Held
Comprehensive Range of Wealth Management and Financial Planning Services Offered
Securities offered through LPL Financial, a registered investment adviser, member FINRA / SIPC.
Securities offered through Investors Capital Corporation, member FINRA / SIPC.
Securities offered through Securities America, Inc., Member FINRA/SIPC.
SimonDavis Asset Management, Inc. is a Registered Investment Advisor.