Unclaimed Profile

Stephen Wilson Simmons

VULCAN VALUE PARTNERS LLC·BIRMINGHAM, Alabama

Series 63, Series 65Clean record27 years registeredVULCAN VALUE PARTNERS LLC

THREE PROTECTIVE CENTER, BIRMINGHAM, AL 35223CRD# 3101969Firm CRD# 151190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Wilson Simmons · BIRMINGHAM, AL

Registration

CRD #3101969 · VULCAN VALUE PARTNERS LLC · 27 years registered

Brand Profile

Not yet started

Career History

VULCAN VALUE PARTNERS LLC

Mar 2014 – present

FLIPPIN BRUCE & PORTER INC

Jun 1999 – Mar 2012

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · June 23, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VULCAN VALUE PARTNERS LLC

CRD 151190 · SEC 801-70739

AUM

$7.9B

Regulatory assets under management

Employees

367 client accounts

Services offered by VULCAN VALUE PARTNERS LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at VULCAN VALUE PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Wilson Simmons offer?

Stephen Wilson Simmons specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Stephen Wilson Simmons's credentials?

Stephen Wilson Simmons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Wilson Simmons located?

Stephen Wilson Simmons is based in BIRMINGHAM, Alabama, working with VULCAN VALUE PARTNERS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Stephen Wilson Simmons charge for services?

Stephen Wilson Simmons's firm is compensated through percentage of aum, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VULCAN VALUE PARTNERS LLC?

VULCAN VALUE PARTNERS LLC has approximately 42 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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