John Simpson

from Excel Wealth Management, LLC
SEC regulated
Regulated Investment Advisor
John Simpson is a financial advisor based in Connecticut, Manchester, with 12 years of experience. John currently works for Excel Wealth Management, LLC. John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Simpson works at Excel Wealth Management, LLC
Excel Wealth Management, LLC is a financial advisory firm based in Manchester, Connecticut. It currently has approximately $419,472,572 of assets under management and employs about 12 people. Excel Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
935 Main Street, Unit B104, Manchester, Connecticut, 6040

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