TrueAdvisor
TrueAdvisor
BS
CFP
BS
CFP

Brandon Simmons

Private Advisor Group, LLC
27 Years of Experience
Rogers, AR
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brandon Simmons is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Rogers, AR, with 27 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLCBroker
November 2004 - Present · 21 yrs 11 mos
Previous Registrations
LPL Financial LLC
February 2026 - July 2026 · 5 mos
Mariner Advisor Network
July 2016 - June 2026 · 9 yrs 11 mos
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 Registrations28 states
ARCACOCTFLGAHIIAINKSLAMAMIMNMOMSNCNENHNJNMNVNYOHOKORTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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