Lonnie Gene Simpson
Investment adviser representative at Osaic Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
$15.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Sunshine Real Estate Investments LLCJul 2008 to now
- Arbor Point AdvisorsOct 2019 to Nov 2024
- Securities America, Inc.Oct 2019 to Jun 2024
- Cetera Advisor Networks LLCSep 2019 to Oct 2019
- Cetera Investment Advisers LLCSep 2015 to Oct 2019
- Summit Brokerage ServicesSep 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (AL).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4195982
- Firm CRD
- 171070