BS
CFP
BS
CFP

Brandon Paul Simmons

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
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Location

593 Horsebarn Road, Suite 203, Rogers, AR, 72758

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brandon spends all of his time on a non-variable insurance DBA called Integrity Capital Wealth Management, LLC. He also provides investment advisory services through Mariner Independent Advisor Network LLC, dedicating full-time hours to this activity, and is involved in tax preparation, real estate rental, and managing a sole proprietorship to employ his kids.

Employment History
Current Registrations
Mariner Advisor Network
July 2016 - Present · 9 yrs 7 mos
LPL Financial LLCBroker
November 2004 - Present · 21 yrs 3 mos
Previous Registrations
Strategic Wealth Advisors Group
January 2016 - July 2016 · 6 mos
LPL Financial LLC
November 2004 - May 2016 · 11 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
January 1999 - November 2004 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - November 2004 · 6 yrs 1 mo
State Registrations27 states
ARCACOCTFLGAHIIAINKSLAMAMIMNMOMSNCNENHNMNVNYOHOKORTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.