Beau Michael Simon is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with COMPOUND PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| COMPOUND PLANNING, INC. | 2024-01-30 | present | Yes |
| EMPOWER ADVISORY GROUP, LLC | 2023-04-03 | 2024-01-31 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2018-01-24 | 2023-04-03 | — |
| GERBER KAWASAKI, INC. | 2017-01-26 | 2018-01-11 | — |