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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-31-2007
- Office Locations
- 3
Office Locations
About Simmons Financial Services, Inc.
Simmons Bank is an FDIC-insured retail and business bank that also offers investment services through its advisor team. It provides practical, personalized guidance to help individuals and families build, preserve, and manage wealth for goals like college savings and retirement, alongside lending solutions (including home loans) and digital banking with online checking account opening.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
KENNETH LYLE SIMMONS JR
President
- CRD
- #2572166
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Dee Davenport
Private Wealth Strategist, Senior Vice President
- CRD
- --
Cathryn McNary
Senior Private Wealth Strategist, Vice President
- CRD
- --
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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