Unclaimed Profile

Carla L. Simon

INSIGHT ADVISORS, LLC·NEWTOWN, Pennsylvania

INSIGHT ADVISORS, LLC

10 N. STATE STREET, NEWTOWN, PA 18940CRD# 4004997Firm CRD# 168057

Profile Verification

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

Identity

Carla L. Simon · NEWTOWN, PA

Registration

CRD #4004997 · INSIGHT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Carla L. Simon is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with INSIGHT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INSIGHT ADVISORS, LLC

AUM

$703M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INSIGHT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4004997

Firm CRD# 168057

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carla L. Simon offer?

Carla L. Simon specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Carla L. Simon's credentials?

Carla L. Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carla L. Simon located?

Carla L. Simon is based in NEWTOWN, Pennsylvania, working with INSIGHT ADVISORS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Carla L. Simon charge for services?

Carla L. Simon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT ADVISORS, LLC?

INSIGHT ADVISORS, LLC has approximately 19 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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