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Deana Marie Simcox

LIBERTY PRIVATE CLIENT, LLC·FORT MYERS, Florida
Unclaimed Profile
5237 SUMMERLIN COMMONS BLVD, FORT MYERS, FL 33907CRD# 7674389Firm CRD# 305130
01

About

Deana Marie Simcox is a registered financial advisor based in FORT MYERS, Florida, affiliated with LIBERTY PRIVATE CLIENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LIBERTY PRIVATE CLIENT, LLC
LIBERTY PRIVATE CLIENT, LLC
AUM
$220M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LIBERTY PRIVATE CLIENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7674389
Firm CRD# 305130
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deana Marie Simcox offer?
Deana Marie Simcox specializes in Investment Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.
What are Deana Marie Simcox's credentials?
Deana Marie Simcox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deana Marie Simcox located?
Deana Marie Simcox is based in FORT MYERS, Florida, working with LIBERTY PRIVATE CLIENT, LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Deana Marie Simcox charge for services?
Deana Marie Simcox's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY PRIVATE CLIENT, LLC?
LIBERTY PRIVATE CLIENT, LLC has approximately 4 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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