LPL Financial
31yrs
Top advisor by experience in Eustis
13yrs
Allison Sim
Financial advisor at Wells Fargo Advisors
Allison Sim is a fiduciary financial advisor in Eustis, Florida, with 13 years in the industry. After three years at Merrill, Allison joined Wells Fargo Advisors in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 18 advisors with offices in Eustis, and one of 16 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 56% of advisors in Eustis
Office127 N Bay St, Eustis, FL 32726
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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 66Uniform Combined State Law Examination
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2015 – 2017MerrillPreviously
- Sep 2013 – Mar 2015Wells Fargo Clearing Services, LLCPreviously
Contact Allison
Local office(352) 357-6363Ask for Allison. (314) 875-3000Main office · St. Louis, MO 127 N Bay StEustis, FL 32726Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Allison
Tailored to Allison’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Allison
How do I contact Allison?
Call Allison’s local office at (352) 357-6363 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Allison Sim.
How long has Allison been a financial advisor?
Allison has been in the industry since 2013, about 13 years. More experience than 56% of advisors in Eustis.
What licenses does Allison hold?
Series 66. Tap any license on this page to see what it allows.
Is Allison a fiduciary?
Allison is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allison paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Allison 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.
Other advisors nearby
Wells Fargo Advisors
27yrs
Top 11% by experience in Eustis
Osaic Wealth
27yrs
Top 17% by experience in Eustis
Wells Fargo Advisors
26yrs
Top 22% by experience in Eustis
Wells Fargo Advisors
26yrs
More experience than 74% of advisors in Florida
Edward Jones
18yrs
More experience than 74% of advisors at Edward Jones