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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Simmons Bank and Simmons Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using 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 or Simmons Investment Services. Securities and insurance offered through LPL or its affiliates are:• Not Insured by FDIC or Any Other Government Agency• Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Simmons Investment Services
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Simmons Investment ServicesLittle Rock, Ar, Us
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Svp | Wealth AdvisorSimmons Investment Services Apr 2001 - PresentCERTIFIED FINANCIAL PLANNER™Insurance Licence # 732186Individual CRD # 2802086 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 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.Tenure includes previously acquired firms: Delta Trust Investments, Inc. Member FINRA/SIPC and Simmons First Investment Group, Inc. Member FINRA/SIPC. 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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Financial AdvisorMorgan Keegan & Co., Inc. Aug 1996 - Mar 2001
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Regional DirectorSigep Jun 1995 - Jun 1996Richmond, Va, UsRegional Director of undergraduate, alumni & volunteer operations serving Virginia, West Virginia, Maryland, Delaware and Washington DC
Chad Carlson Skills
Chad Carlson Education Details
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College For Financial PlanningCfp® Certification Professional Education Program -
Baylor UniversityBa
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Little Rock Catholic High School
Frequently Asked Questions about Chad Carlson
What company does Chad Carlson work for?
Chad Carlson works for Simmons Investment Services
What is Chad Carlson's role at the current company?
Chad Carlson's current role is CERTIFIED FINANCIAL PLANNER™SVP | Wealth Advisor.
What is Chad Carlson's email address?
Chad Carlson's email address is c.****@****ust.com
What is Chad Carlson's direct phone number?
Chad Carlson's direct phone number is +187035*****
What schools did Chad Carlson attend?
Chad Carlson attended College For Financial Planning, Baylor University, Little Rock Catholic High School.
What are some of Chad Carlson's interests?
Chad Carlson has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture, Health.
What skills is Chad Carlson known for?
Chad Carlson has skills like Services, Commerce.
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