Unclaimed Profile

David Lee Simms

TALANTON ADVISORS, LLC·NEWTOWN SQ, Pennsylvania

TALANTON ADVISORS, LLC

11 OLD FOREST ROAD, NEWTOWN SQ, PA 19073CRD# 7051589Firm CRD# 299779

Profile Verification

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

Identity

David Lee Simms · NEWTOWN SQ, PA

Registration

CRD #7051589 · TALANTON ADVISORS, LLC

Brand Profile

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Disclosure history

Disclosure history pending

About

David Lee Simms is a registered financial advisor based in NEWTOWN SQ, Pennsylvania, affiliated with TALANTON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

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Client Types

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Introduction

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Firm Overview

Firm

TALANTON ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 7051589

Firm CRD# 299779

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Frequently Asked Questions

What services does David Lee Simms offer?

David Lee Simms is a registered financial advisor in NEWTOWN SQ, Pennsylvania. Contact their office for details on services offered.

What are David Lee Simms's credentials?

David Lee Simms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Lee Simms located?

David Lee Simms is based in NEWTOWN SQ, Pennsylvania, working with TALANTON ADVISORS, LLC. Their office serves clients in the NEWTOWN SQ metropolitan area and surrounding communities.

How large is TALANTON ADVISORS, LLC?

TALANTON ADVISORS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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