Kimberly Lashan Simmons

Current Employers

Employment History

• 03/2024 → Present
  Transamerica Financial Advisors, Inc
  Cullman, AL
• 07/2022 → Present
  Wfgia
  Cullman, AL
• 04/2021 → 11/2021
  Assurance, Iq
  Seattle, WA
• 03/2020 → 03/2021
  Physicians Mutual
  Birmingham, AL
• 12/2019 → 03/2020
  Realty 1 Team
  Tracy, CA
• 05/2017 → 12/2019
  Keller Williams Realty
  Walnut Creek, CA
• 02/2012 → 04/2017
  Nuance Communications
  Burlington, MA
• 11/2021 → 07/2022
  World Financial Group
  Duluth, GA
• 08/2023 → Present
  Bealoaks Properties
  Montgomery, AL
• 08/2023 → Present
  Bealoaks Properties
  Montgomery, AL
• 01/2026 → Present
  S&K Legacy Services
  Montgomery, AL

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. BEALOAKS PROPERTIES/Investment Related - No/5925 Carmichael Road Suite D Montgomery AL, 36117/REAL ESTATE/SALESPERSON/08.2023/0/0/I AM NOT CURRENTLY ENGAGED IN THE REAL ESTATE BUSINESS. IF I DO BECOME INVOLVED MY LICENSE ONLY PERMITS ME TO BE A REFERRAL AGENT. BEALOAKS PROPERTIES POSITION: Salesperson NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2023 ADDRESS: 5925 Carmichael Rd, Montgomery AL 36117, United States DESCRIPTION: Refer clients. S&K LEGACY SERVICES POSITION: Partner NATURE: Management Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 3509 Falcon Ridge Ct, Montgomery AL 36111, United States DESCRIPTION: My husband and I would like to create an S-Corp to manage our WFG business for tax purposes. We would like to send our WFG commissions to the S-Corp as a management company for our business and receive a W2 wage from the S-Corp for tax saving purposes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-07
• S63 Uniform Securities Agent State Law Examination
  2024-07-25

Other Names

• Kimberlyl Lashan Washington