Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alicia? Claim Your ProfileAlicia Dawn Simpson is a financial advisor with over 20 years of experience in the industry. Currently, Alicia Simpson is registered with Truist Advisory Services, Inc., and is licensed in multiple states including Alabama, Florida, Georgia, Kansas, Kentucky, North Carolina, Pennsylvania, Texas, Virginia and West Virginia. Alicia Simpson specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. In addition to her state licenses, Alicia Simpson also holds a Series 66, Series 53, Series 24, Series 52TO, SIE and Series 7 licenses. Before joining Truist Advisory Services, Inc., Alicia Simpson worked with BB&T SECURITIES, LLC. and BB&T INVESTMENT SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
01/09/2023 - Present
Truist Advisory Services, Inc. (LAGRANGE GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
10/25/2005 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MCDONOUGH GA)
GA
08/02/2000 - 08/09/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 04/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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