Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Simpson is a financial advisor with over 20 years of experience in the industry. Lonnie currently works with Arbor Point Advisors and is registered to provide investment advisory services in Alabama. Previously, Lonnie worked with Securities America, Inc., Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., BrokersXpress LLC, Raymond James Financial Services, Inc., PrimeVest Financial Services, Inc., UBS PaineWebber Inc., and J.C. Bradford & Co. Lonnie specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
AL
10/02/2019 - Present
Arbor Point Advisors (AUBURN AL)
AL
10/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (AUBURN AL)
AL
09/20/2019 - 10/24/2019
CETERA ADVISOR NETWORKS LLC (AUBURN AL)
AL
09/15/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (AUBURN AL)
AL
08/01/2012 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (AUBURN AL)
AL
05/09/2011 - 08/02/2012
BROKERSXPRESS LLC (AUBURN AL)
AL
07/13/2007 - 05/11/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUBURN AL)
AL
01/30/2002 - 07/17/2007
PRIMEVEST FINANCIAL SERVICES, INC. (TROY AL)
NJ
08/14/2000 - 02/12/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/09/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 08/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lonnie Simpson is the right advisor for you? Invested Better is here to help.
