CHARLES LEE SIMMONS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 3 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2026-05-19 | present | Yes |
| TRUWEALTH ADVISORS, LLC | 2020-07-17 | 2026-05-19 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2006-10-06 | 2020-07-23 | — |