LPL Financial
47yrs
Top advisor by experience in San Diego
32yrs
Eric Simms is a financial advisor in San Diego, California, with 32 years in the industry. Eric joined Gradient Capital Advisors in 2014, after 16 years at Ameriprise Financial Services. Gradient Capital Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience32 years (since 1995)
How that compares ?Top 13% by experience in San Diego
Office2125 Poinsettia Drive, San Diego, CA 92107
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.56 million
Advisors at the firm5
States licensed ?1 state
Services through Gradient Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2014 – nowGradient Capital Advisors, LLCCurrent firm
- 1997 – 2014Ameriprise Financial Services, LLCPreviously
Contact Eric
(619) 255-0700Gradient Capital Advisors main office 2125 Poinsettia DriveSan Diego, CA 92107Office · Get directions Firm websiteHTTP://WWW.GRADIENTCAPITAL.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Gradient Capital Advisors at (619) 255-0700 and ask for Eric Simms. Eric works from the San Diego, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1995, about 32 years. Top 13% by experience in San Diego.
What licenses does Eric hold?
Series 63. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Gradient Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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