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Carla L. Simon

Insight Advisors, LLC

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About Carla L. Simon

Carla Simon is a financial advisor who has been in the industry for over 20 years. Carla is currently registered with Insight Advisors, LLC. Carla has experience with a number of financial products and services, including financial planning, portfolio management for individuals, and selection of other advisers. Carla has worked for a number of firms throughout her career, including Wells Fargo Advisors, LLC, UBS Financial Services Inc., and PURSHE KAPLAN STERLING INVESTMENTS. Carla has been registered with Insight Advisors, LLC since 2013.

Firm Information

Carla Simon is currently registered with Insight Advisors, LLC. Insight Advisors, LLC is a registered investment advisor located in Newtown, PA. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and high-net-worth individuals. They manage approximately $703 million in assets for 2,398 clients. The firm is led by Thomas McInerney and has a team of 19 investment advisor representatives.
Insight Advisors, LLC

10 N. STATE STREET

NEWTOWN, PA 18940

$703.00M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carla Simon’s Registration & Firm History

PA

08/02/2013 - Present

Insight Advisors, LLC (NEWTOWN PA)

PA

08/01/2013 - 10/03/2018

PURSHE KAPLAN STERLING INVESTMENTS (NEWTOWN PA)

PA

04/04/2005 - 08/02/2013

WELLS FARGO ADVISORS, LLC (NEWTOWN PA)

NJ

10/04/1999 - 04/18/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carla L. Simon.
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