AeroLeads people directory · profile

Chad Carlson Email & Phone Number

CERTIFIED FINANCIAL PLANNER™SVP | Wealth Advisor at Simmons Investment Services
Location: Little Rock, Arkansas, United States 4 work roles 3 schools
2 work emails found @delta-trust.com 4 phones found area 870 and 501 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email c****@delta-trust.com
Direct phone (870) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Simmons Investment Services
Role
CERTIFIED FINANCIAL PLANNER™SVP | Wealth Advisor
Location
Little Rock, Arkansas, United States

Who is Chad Carlson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Chad Carlson is listed as CERTIFIED FINANCIAL PLANNER™SVP | Wealth Advisor at Simmons Investment Services, based in Little Rock, Arkansas, United States. AeroLeads shows a work email signal at delta-trust.com, phone signal with area code 870, 501, and a matched LinkedIn profile for Chad Carlson.

Chad Carlson previously worked as SVP | Wealth Advisor at Simmons Investment Services and Financial Advisor at Morgan Keegan & Co., Inc.. Chad Carlson holds Cfp® Certification Professional Education Program from College For Financial Planning.

Company email context

Email format at Simmons Investment Services

This section adds company-level context without repeating Chad Carlson's masked contact details.

{first_initial}{last}@delta-trust.com
79% confidence

AeroLeads found 2 current-domain work email signals for Chad Carlson. Compare company email patterns before reaching out.

Profile bio

About Chad Carlson

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.

Listed skills include Services and Commerce.

Current workplace

Chad Carlson's current company

Company context helps verify the profile and gives searchers a useful next step.

Simmons Investment Services
Simmons Investment Services
CERTIFIED FINANCIAL PLANNER™SVP | Wealth Advisor
Little Rock, AR, US
4 roles

Chad Carlson work experience

A career timeline built from the work history available for this profile.

Role listed

Simmons Investment Services

Little Rock, AR, US

Svp | Wealth Advisor

Current
Simmons Investment Services
  • CERTIFIED 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.
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value
Apr 2001 - Present

Financial Advisor

Morgan Keegan & Co., Inc.
Aug 1996 - Mar 2001

Regional Director

Richmond, VA, US

Regional Director of undergraduate, alumni & volunteer operations serving Virginia, West Virginia, Maryland, Delaware and Washington DC

Jun 1995 - Jun 1996
3 education records

Chad Carlson education

Cfp® Certification Professional Education Program

College For Financial Planning

Ba

Baylor University

Education record

Little Rock Catholic High School
FAQ

Frequently asked questions about Chad Carlson

Quick answers generated from the profile data available on this page.

What company does Chad Carlson work for?

Chad Carlson works for Simmons Investment Services.

What is Chad Carlson's role at Simmons Investment Services?

Chad Carlson is listed as CERTIFIED FINANCIAL PLANNER™SVP | Wealth Advisor at Simmons Investment Services.

What is Chad Carlson's email address?

AeroLeads has found 2 work email signals at @delta-trust.com for Chad Carlson at Simmons Investment Services.

What is Chad Carlson's phone number?

AeroLeads has found 4 phone signal(s) with area code 870, 501 for Chad Carlson at Simmons Investment Services.

Where is Chad Carlson based?

Chad Carlson is based in Little Rock, Arkansas, United States while working with Simmons Investment Services.

What companies has Chad Carlson worked for?

Chad Carlson has worked for Simmons Investment Services, Morgan Keegan & Co., Inc., and Sigep.

How can I contact Chad Carlson?

You can use AeroLeads to view verified contact signals for Chad Carlson at Simmons Investment Services, including work email, phone, and LinkedIn data when available.

What schools did Chad Carlson attend?

Chad Carlson holds Cfp® Certification Professional Education Program from College For Financial Planning.

What skills is Chad Carlson known for?

Chad Carlson is listed with skills including Services and Commerce.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.