How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1)TIPTON PARTNERS LLC, NON-INVEST RELATED, 380 Plaza Dr, Suite D Columbus Indiana 47201, LLC TO OWN AND RENOVATE COMMERCIAL PROPERTY LEASED TO HILLIARD LYONS, PARTNER, 6/2013, 5 HRS/MONTH WITH MINIMAL HRS/MONTH DURING TRADING HRS, DUTIES INCLUDE EQUAL PARTNER WITH TWO OTHERS TO OWN, RENOVATE, MANAGE AND LEASE COMMERCIAL REAL ESTATE. 2) Tipton Park Plaza Association, no invest-related activities, 380 Plaza Dr, Suite D Columbus Indiana 47201, Serve on the 3 person Board of Managers of the Tipton ParK Plaza Association, a partnership of owners of a professional office complex, Secretary/Treasurer, 2/2015, 2 hrs/month total and during trading hrs, duties include writing minutes and attending monthly board meetings as well as overseeing the association's books and records.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Andrew Brian Simms

Experience: 39 years / 2 firms

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