Investment services
At Simmons Investment Services, our goal is to make a difference - for you, your family and your future. We understand everyone has diverse financial needs, which is why our advisors approach financial planning in a holistic manner, starting with taking the time to understand you, your current financial needs and your long-term financial objectives. Our financial professionals have experience working with individuals, families, businesses and institutions to deliver services and solutions that strive to build, preserve and manage wealth.
Whether you are saving for college, working toward retirement or building a legacy for you and your family, our advisors will work with you to develop an investment plan aligned with your needs and goals.
Simmons Investment Services advisors are specially positioned to offer you practical and personalized guidance, and access to a full range of financial options. Enjoy the confidence that comes from working with a knowledgeable and objective professional.
Click below to find and schedule a consultation with a wealth advisor.
About LPL Financial
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Broker/dealer
LPL is the nation's largest independent broker/dealer{77}
More than 16,000 LPL financial advisors across the U.S.
Customer loyalty
LPL and its advisors rank #1 in customer loyalty{78}
Talk to one of our Simmons Investment Services professionals to learn more about how you can start planning with:
- Investment Services
- Retirement Planning
- Insurance Planning
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{152} All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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{77} As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
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{78} Market Strategies International (MSI), Cogent Wealth Reports, “Investor Brand BuilderTM: Maximize Purchase Intent Among Investors and Expand Client Relationships,” November 2017. MSI surveyed 4,408 investors with $100,000 or more in investable assets between June 21, 2017, and August 8, 2017.
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{125} Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Simmons Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the marketing name Simmons Investment Services, and may also be employees of Simmons Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Simmons Bank. Securities and insurance offered through LPL or its affiliates are:
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{124} Securities and Insurance offered through LPL and its affiliates are: Not Insured By FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
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{216} Simmons Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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{262} LPL Financial Form CRS