Emma L. Simmons

AKG FINANCIAL GROUP

Fort Worth, TX

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CRD#: 6225317

Professional summary

Emma Lucille Simmons, CFP®, who also goes by Emma Lucille Heath, is a registered financial advisor currently at AKG FINANCIAL GROUP located in Fort Worth, Texas.

Emma is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Emma has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Emma Lucille Heath

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) - RIA

Click below to view Emma Lucille Simmons'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 19, 2021 - Present

AKG FINANCIAL GROUP

RIA

CRD#: 316548

Fort Worth, TX

Past

April 15, 2016 - October 15, 2021

DIESSLIN GROUP, INC.

RIA

CRD#: 110557

FORT WORTH, TX

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/15/2016

Uniform Investment Adviser Law Examination

Current Firm

AKG FINANCIAL GROUP

AKG FINANCIAL GROUP | AKG FINANCIAL, LLC | AKG FINANCIAL LLC

CRD#: 316548 / SEC#:

Texas

Registered Investment Advisory firm - (10/19/2021 Approved)

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Contact information

Main Address

Fort Worth, TX

Mailing Address

P.o. Box 471008, Forth Worth, TX 76147

Phone number

(817) 305-2988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	198
AUM (Assets Under Management)	$ 79,439,127

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.

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Emma L. Simmons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emma Lucille Simmons's CRS (Customer Relationship Summary).

Certified licenses

Experience

AKG FINANCIAL GROUP

DIESSLIN GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2016

Current Firm

AKG FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AKG FINANCIAL GROUP

TRUST BUT VERIFY

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