Victor Simon

Current Employers

Employment History

• 01/1988 → Present
  Self Employed
  Severna Park, MD
• 05/2006 → Present
  Victor Simon And Credentials
  Severna Park, MD
• 01/2013 → 02/2020
  First Allied Securities, Inc/
  San Diego, CA
• 01/2013 → 02/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 03/2020 → Present
  Founders Financial Securities
  Towson, MD

Previous Registrations

• 2013-01-02 → 2020-03-02
  First Allied Advisory Services, Inc.
  Severna Park, MD
  Severna Park, MD
• 2012-06-04 → 2013-01-10
  Capital Analysts
  Severna Park, MD
• 2012-06-01 → 2012-12-31
  Lincoln Investment
  Severna Park, MD
• 2006-09-07 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cincinnati, OH
  Severna Park, MD
  Cincinnati, OH
• 2000-01-10 → 2006-09-06
  Grove Point Investments, Llc
  Severna Park, MD
  Severna Park, MD

Other Businesses

1. LIFETIME WEALTH CARE FAMILY OFFICE (DBA) ; INVESTMENT RELATED; REGISTERED REPRESENTATIVE & INVESTMENT ADVISOR; 540 RITCHIE HIGHWAY#300 SEVERNA PARK, MD 21146; START DATE: 12/01/2012; 160 HRS PER MONTH; 160 HRS DURING TRADING 2. LIFETIME WEALTH CARE FAMILY OFFICE; NON-INVESTMENT RELATED; INSURANCE AGENT, ESTATE SETTLEMENT CONSULTING, SMALL BUSINESS MENTORING ; 540 RITCHIE HIGHWAY #300 SEVERNA PARK, MD 21146; START DATE: 12/01/2012; 20 HRS PER MONTH; 15 HRS DURING TRADING; SALE OF LIFE AND HEALTH INSURANCE, ESTATE SETTLEMENT CONSULTING, AND MENTORING SMALL BUSINESS OWNERS 3. MICHAEL REMAULDA SIMON/JULIE BANTA; NOT INVESTMENT RELATED; 540 RITCHIE HIGHWAY #300 SEVERNA PARK, MD 21146; EXECUTOR; FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.); 05/15/2019; 0 HRS PER MONTH; 0 HRS DURING TRADING 4. RBC Rochdale Advisor Council; Investment Related; Advisory Council Member; 2 Hours Per Month/ 0 During Trading; Participate in focus groups with other financial advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-10-03
• S63 Uniform Securities Agent State Law Examination
  1991-12-19

Designations

Other Names

• Vic Simon