Carla Simpson has been an investment adviser representative at Premier Financial Group since October 2006, and is not listed among the firm’s executive officers or direct owners.
Premier Financial Group Inc is an Eureka, CA firm with $820M under management, 593 clients and 12 advisers in one office, as of its March 2026 filing.
- Premier Financial Group IncCurrent– present · 20 yearsEureka, CA · Adviser representative · Firm CRD 107314
Investment adviser representative registrations
Carla Simpson is registered as an investment adviser representative in California, since October 2006.
- CaliforniaSince 24 October 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Carla Jennell Simpson
- CRD
- 4805864
- Firm
- Premier Financial Group · CRD 107314
- Office
- 725 SIXTH STREET, Eureka, CA 95501-1103
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Carla Simpson work?
Carla Simpson is an investment adviser representative registered through Premier Financial Group Inc since October 2006, and is not listed among the firm’s executive officers or direct owners.
Is Carla Simpson a financial advisor?
Yes. Carla Simpson has a current investment-adviser registration in California, through Premier Financial Group since October 2006.
How many years of experience does Carla Simpson have?
Carla Simpson has 20 years in the financial industry, since October 2006, across 1 adviser firm.
What exams has Carla Simpson passed?
Carla Simpson passed the Series 65 in September 2006.
Where is Carla Simpson based?
Carla Simpson’s registered office is in Eureka, CA.
Is Carla Simpson registered with FINRA?
No. Carla Simpson has no current broker registration.
How can I verify Carla Simpson’s record?
Search CRD 4805864 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Carla Simpson’s full registration record.
Jeremy SorciPrincipal, Director, Chief Compliance Officer, Vice President
Ginger WeberPrincipal, Director, Certified Financial Planner, President
Wayne CaldwellPrincipal, Director, Certified Financial Planner- Teresa ConleyPrincipal, Director, CEO, CFO
John GloorPrincipal, Director, Advisor- Charles RossPrincipal, Director