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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Brent Simmons is an investment advisor representative with IHT Wealth Management LLC, located in Louisville, Kentucky. Paul has been working in the financial services industry since 1988 and is licensed to provide investment advice in a variety of states. Paul holds a Series 65 license, a Series 63 license, and a Series 7 license. Paul is experienced in providing financial planning and investment management services for individuals, businesses, and charitable organizations. Paul has worked with numerous firms and institutions, including Morgan Stanley, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
Financial planning fees
1
2
KY
02/04/2025 - Present
IHT Wealth Management LLC (Louisville KY)
KY
09/03/2010 - 07/07/2023
MORGAN STANLEY (Louisville KY)
KY
09/02/1994 - 09/10/2010
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
NY
12/22/1988 - 09/09/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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