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William Acker Simpson

RESOLUTE FINANCIAL, LLC·NEWBURYPORT, Massachusetts
Clean record19 years registeredRESOLUTE FINANCIAL, LLC
102 STATE STREET, NEWBURYPORT, MA 01950-6639CRD# 5038165Firm CRD# 125739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Acker Simpson · NEWBURYPORT, MA
Registration
CRD #5038165 · RESOLUTE FINANCIAL, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

EP WEALTH ADVISORS
Mar 2023 – present
RESOLUTE FINANCIAL, LLC
Apr 2016 – Mar 2023
Portsmouth, NH
AZIMUTH FINANCIAL PLANNING, LLC
Mar 2008 – Dec 2016
26 PALM DRIVE, NH
THE HARBOR GROUP, INC.
Nov 2006 – Dec 2007
BEDFORD, NH
02

Registrations & Exams

Registration record
First registered · November 3, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RESOLUTE FINANCIAL, LLC
CRD 125739 · SEC 801-67898
AUM
$444M
Regulatory assets under management
Employees
7
1,460 client accounts
Services offered by RESOLUTE FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RESOLUTE FINANCIAL, LLC →
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05

Frequently Asked Questions

What services does William Acker Simpson offer?
William Acker Simpson specializes in Financial Planning, Investment Management. Contact their office in NEWBURYPORT, Massachusetts for a consultation.
What are William Acker Simpson's credentials?
William Acker Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Acker Simpson located?
William Acker Simpson is based in NEWBURYPORT, Massachusetts, working with RESOLUTE FINANCIAL, LLC. Their office serves clients in the NEWBURYPORT metropolitan area and surrounding communities.
How does William Acker Simpson charge for services?
William Acker Simpson's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RESOLUTE FINANCIAL, LLC?
RESOLUTE FINANCIAL, LLC has approximately 7 employees and manages $444M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RESOLUTE FINANCIAL, LLC

Robert Thomas Ryan
NEWBURYPORT, MA
Charles Malcolm Johnson
NEWBURYPORT, MA
Thomas G. Dwyer
NEWBURYPORT, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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