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Laura Leigh Simpson

PAX Financial Group

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About Laura Leigh Simpson

Laura Leigh Simpson is a financial advisor who has been in the industry since 2006. Laura is registered with PAX Financial Group and has previously worked with LPL Financial LLC, SECU BROKERAGE SERVICES, and MML INVESTORS SERVICES, INC.. Laura holds the Series 6, Series 63, and SIE licenses. Laura is also a Certified Financial Planner. Laura works with individual and high-net-worth clients, providing financial planning, educational seminars, and portfolio management services. Laura is committed to helping her clients achieve their financial goals.

Firm Information

Laura Simpson is currently registered with PAX Financial Group. PAX Financial Group, located in San Antonio, Texas, is an independent financial advisor offering a wide range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and other clients. The firm has a team of 16 Investment Advisor Representatives and 9 licensed agents who manage over $600 million in assets for over 4,000 clients, including both high-net-worth individuals and individuals other than high-net-worth. PAX Financial Group also offers a wrap fee program and participates in a variety of podcasts focused on financial topics.
PAX Financial Group

270 NORTH LOOP 1604 EAST

SAN ANTONIO, TX 78232

$600.06M

Assets Under Management

13

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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podcasts

Podcasts

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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other

A percentage of assets under pontera advisory

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Laura Simpson’s Registration & Firm History

TX

06/07/2016 - Present

PAX Financial Group (SAN ANTONIO TX)

NC

07/10/2014 - 07/17/2017

LPL FINANCIAL LLC (HENDERSONVILLE NC)

NC

02/27/2009 - 08/12/2013

SECU BROKERAGE SERVICES (HENDERSONVILLE NC)

TX

11/13/2006 - 07/26/2007

MML INVESTORS SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 03/31/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Leigh Simpson.
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