Unclaimed Profile

Laura Leigh Simpson

PAX FINANCIAL GROUP, LLC·SAN ANTONIO, Texas

SIE, Series 6, Series 63CFPClean record17 years registeredPAX FINANCIAL GROUP, LLC

270 NORTH LOOP 1604 EAST, SAN ANTONIO, TX 78232CRD# 5236307Firm CRD# 284164

Profile Verification

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

Identity

Laura Leigh Simpson · SAN ANTONIO, TX

Registration

CRD #5236307 · PAX FINANCIAL GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

PAX FINANCIAL GROUP

Jun 2016 – present

360 WEALTH MANAGEMENT, LLC

Feb 2015 – Jan 2017

SAN ANTONIO, TX

CREDIT UNION INVESTMENT SERVICES

Mar 2009 – Aug 2013

HENDERSONVILLE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · March 31, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAX FINANCIAL GROUP, LLC

CRD 284164 · SEC 801-107918

AUM

$600M

Regulatory assets under management

Employees

4,098 client accounts

Services offered by PAX FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAX FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Laura Leigh Simpson offer?

Laura Leigh Simpson specializes in Financial Planning, Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Laura Leigh Simpson's credentials?

Laura Leigh Simpson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Laura Leigh Simpson located?

Laura Leigh Simpson is based in SAN ANTONIO, Texas, working with PAX FINANCIAL GROUP, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Laura Leigh Simpson charge for services?

Laura Leigh Simpson's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under pontera advisory. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAX FINANCIAL GROUP, LLC?

PAX FINANCIAL GROUP, LLC has approximately 24 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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