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Linda D. Simon

FAIRMOUNT PARTNERS LP
Radnor, PA 19087
Some features on this profile are disabled
CRD#: 59900
LS

Professional summary

Linda Dahms Simon Mrs, who also goes by Linda Lee Dahms, Linda Dahms Simon, is a registered financial professional currently at FAIRMOUNT PARTNERS LP located in Radnor, Pennsylvania.

Linda is registered as a RR (Registered Representative) and started their career in finance in 1971. Linda has worked at 6 firms and has passed the Series 1, Series 14 and Series 40 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Linda Lee Dahms | Linda Dahms Simon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Linda Dahms Simon Mrs's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 30, 2021 - Present

FAIRMOUNT PARTNERS LP

Office #1: 555 East Lancaster Avenue Suite 640, Radnor, PA 19087
BD
CRD#: 146668
Radnor, PA
Past

April 16, 2003 - April 20, 2004

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

August 20, 1987 - November 13, 2002

INVESTEC INC.

BD
CRD#: 18553
NEW YORK, NY
Past

April 2, 1980 - August 19, 1987

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
Past

April 27, 1979 - March 14, 1980

D. H. WALLACH, INC.

BD
CRD#: 2889
Past

February 4, 1971 - May 4, 1979

THE PENNSYLVANIA GROUP, INCORPORATED

BD
CRD#: 5402

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 1
Date: 1/25/1971
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 4/30/2021
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 40
Date: 3/17/1975
Registered Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FP
FAIRMOUNT PARTNERS LP
FAIRMOUNT PARTNERS LP

CRD#: 146668 / SEC#: , 8-67839

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
555 East Lancaster Avenue Suite 640, Radnor, PA 19087
Mailing Address
555 East Lancaster Avenue Suite 640, Radnor, PA 19087
Phone number
(610) 260-6200
Established
Pennsylvania since 01/01/2004
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MCCARTHY, CORNELIUS PATRICK IIICHIEF EXECUTIVE OFFICER2153332
THATCHER, RICHARD W JRMANAGING DIRECTOR
ROBINS, CHARLES MATTHEWMANAGING DIRECTOR2444830
FAIRMOUNT PARTNERS GP INC.GP
HALLIDAY, CHRISTINA MARIEVICE PRESIDENT AND CHIEF FINANCIAL OFFICER2769112
SIMON, LINDA DAHMS MRSCHIEF COMPLIANCE OFFICER59900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FAIRMOUNT PARTNERS LP

CRD#: 146668Radnor, PA 19087

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