MS
MS

Michael H. Simms

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
827 clients
Average Client Portfolio
$545K average
Assets Under Management
$450.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$480
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Location

4440 PGA Blvd., Suite 600, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael owns Veracity Financial Services and is the president and investment advisor. He also owns Veracity Advisers LLC, where he focuses on fixed insurance sales and business valuations, dedicating about half of his time to this, with some of that time during trading hours. Michael is also a trustee for the Lisa A. Simms Family Trust, spending minimal time on it.

Employment History
Current Registrations
Capital Markets Iq, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Invest Financial CorporationBroker
June 2013 - June 2016 · 3 yrs
The O.N. Equity Sales CompanyBroker
May 2012 - February 2013 · 9 mos
Metlife Securities INC.Broker
March 2010 - April 2012 · 2 yrs 1 mo
State Registrations3 states
CAFLTX
Advisor
Exams
No exam information available for this advisor.