Wealth Management Meet Our Advisors

Bill Simmons

SAFE Wealth Advisor

CA Insurance License #0E77844
Registered for Securities in: AZ, CA, ID, NV, OR, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities Registrations are held with LPL Financial

Bill Simmons has been assisting members and investors with building their wealth and helping them work toward protecting their assets for more than 25 years.

Prior to working as a wealth advisor, he attended both the University of California, Davis and Southern Oregon University as a speech communications major. Bill specializes in providing guidance for retirement, estate planning, and college funding, in addition to assisting members in accumulating and conserving wealth for themselves and their families.

He is dedicated to delivering spectacular service and is proud of the open and positive relationships he establishes.

In his personal time, Bill is an avid music fan who enjoys reading historical novels. He also likes setting aside quality time to spend with his friends and family.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

 

LPL Financial Advisors are registered with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Investments are:
Not NCUA Insured
Not Credit Union Guaranteed
Not Obligations of the Credit Union
May Lose Value Including Principal
 

SAFE Wealth Advisors are employees of SAFE Credit Union and are registered representatives through LPL Financial, Member FINRA/SIPC. SAFE Financial Services and SAFE Credit Union: Not a registered broker dealer; Not affiliated with LPL Financial.

LPL Financial Advisors associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, CO, FL, HI, ID, IL, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY.

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