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Alan Carter Simpson

SIMPSON ALAN CARTER·LEXINGTON, Massachusetts
Clean recordSIMPSON ALAN CARTER
9 GRAPEVINE AVE, LEXINGTON, MA 02421-7934CRD# 2567783Firm CRD# 107499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Carter Simpson · LEXINGTON, MA
Registration
CRD #2567783 · SIMPSON ALAN CARTER
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Carter Simpson is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with SIMPSON ALAN CARTER. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SIMPSON ALAN CARTER
SIMPSON INVESTMENT COUNSEL
AUM
$67M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SIMPSON ALAN CARTER →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2567783
Firm CRD# 107499
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Carter Simpson offer?
Alan Carter Simpson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Alan Carter Simpson's credentials?
Alan Carter Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Carter Simpson located?
Alan Carter Simpson is based in LEXINGTON, Massachusetts, working with SIMPSON ALAN CARTER. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Alan Carter Simpson charge for services?
Alan Carter Simpson'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 SIMPSON ALAN CARTER?
SIMPSON ALAN CARTER has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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