linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Francis Nathanael Simms

Kovitz Investment Group Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Francis? Claim Your Profile

About Francis Nathanael Simms

Francis Nathanael Simms is an investment advisor representative registered with Kovitz Investment Group Partners, LLC in Orlando, FL. Francis Simms has been in the industry since 2009 and holds Series 7, 63, 66 and SIE licenses. Previously, Francis worked at Quasar Distributors, LLC and Charles Schwab & Co., Inc. Francis also has experience with NorthCoast Asset Management.

Firm Information

Francis Simms is currently registered with Kovitz Investment Group Partners, LLC. Kovitz Investment Group Partners, LLC is a Chicago, IL-based investment advisor with over $11 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, institutions, and trusts. They also offer other investment advisory services such as credit, cash, and insurance solutions, family office services, and corporate executive services. The firm has a strong track record of providing its clients with customized investment solutions that meet their specific needs and goals.
Kovitz Investment Group Partners, LLC

71 S WACKER DRIVE

CHICAGO, IL 60606

$11.29B

Assets Under Management

29

Total Clients

148

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

credit, cash and insurance solutions, family office services, corporate executive services

Credit, cash and insurance solutions, family office services, corporate executive services

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Rev share w/affiliate frs and eligible credit & cash mgmt soluti

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Francis Simms’s Registration & Firm History

FL

07/19/2024 - Present

Kovitz Investment Group Partners, LLC (Orlando FL)

ME

01/17/2020 - 09/01/2021

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

FL

06/15/2009 - 04/24/2019

CHARLES SCHWAB & CO., INC. (The Villages FL)

Not sure if Francis Nathanael Simms is right for you?

Licenses & Designations

BOTH

Issued 11/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/10/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Nathanael Simms.
Not sure if Francis Nathanael Simms is right for you?