Simmons First Investment Group, Inc.

Simmons First Investment Group, Inc. (CRD# 47439) is a financial advisory firm headquartered in Little Rock, AR. They manage $103,908,266 in 501 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $207,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CA, LA, MO, NJ, TN, TX

Financial Advisors at Simmons First Investment Group, Inc.
Showing 1 - 10 of 24 top financial advisors.
1
William C. Curzon
CRD#: 2184099
11700 Cantrell, Little Rock, AR 72223
96
Wealthminder
score

William Curzon (CRD# 2184099) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 26 years of experience in the finance industry. William Curzon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa J. Rabatin
CRD#: 1133786
11700 Cantrell Road, Little Rock, AR 72223
96
Wealthminder
score

Lisa Rabatin (CRD# 1133786) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 34 years of experience in the finance industry. Lisa Rabatin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James D. Alger
CRD#: 1340657
3111 Martin Luther King Blvd, Fayetteville, AR 72701
93
Wealthminder
score

James Alger (CRD# 1340657) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Fayetteville, AR and has over 32 years of experience in the finance industry.

4
Melvin E. Dawson
CRD#: 2142648
501 Main Street, Pine Bluff, AR 71601
93
Wealthminder
score

Melvin Dawson (CRD# 2142648) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Pine Bluff, AR and has over 26 years of experience in the finance industry.

5
Mary L. Dickey
CRD#: 1199152
11700 Cantrell Road, Little Rock, AR 72223
93
Wealthminder
score

Mary Dickey (CRD# 1199152) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 33 years of experience in the finance industry.

6
Fred G. Eason
CRD#: 500383
11700 Cantrell Road, Little Rock, AR 72223
93
Wealthminder
score

Fred Eason (CRD# 500383) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 36 years of experience in the finance industry.

7
Stanley O. McNulty
CRD#: 4042826
11700 Cantrell Road, Little Rock, AR 72223
93
Wealthminder
score

Stanley McNulty (CRD# 4042826) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 17 years of experience in the finance industry.

8
Timothy P. Rafferty
CRD#: 4790961
2401 Crestwood Rd, North Little Rock, AR 72116
93
Wealthminder
score

Timothy Rafferty (CRD# 4790961) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in North Little Rock, AR and has over 13 years of experience in the finance industry.

9
John A. Slayton
CRD#: 5796617
11700 Cantrell Road, Little Rock, AR 72223
93
Wealthminder
score

John Slayton (CRD# 5796617) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 7 years of experience in the finance industry.

10
Dianne G. Taylor
CRD#: 1896920
11700 Cantrell Road, Little Rock, AR 72223
93
Wealthminder
score

Dianne Taylor (CRD# 1896920) is an Investment Advisor Representative working at Simmons First Investment Group, Inc. in Little Rock, AR and has over 28 years of experience in the finance industry.

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