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  • Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
  • All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
  • The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: TN.

  • Subject to credit approval and customer qualification. Income restrictions and other criteria apply. Not available for investment properties or secondary residences. No cash out on refinances. The ITIN Affordable Advantage Mortgage is offered for qualified properties located in the Dallas, TX, Fort Worth, TX, Conroe, TX, Houston, TX, Woodlands, TX, Corpus Christi, TX, San Antonio, TX, Austin, TX, St. Louis, MO, Kansas City, MO, Little Rock, AR, Fayetteville, AR, Memphis, TN, Nashville, TN, Oklahoma City, OK, and Tulsa, OK areas in accordance with Simmons Bank’s obligations under the Community Reinvestment Act (CRA) and Fair Lending laws. Eligible properties and terms subject to change. Speak with your local Simmons Bank banker to find out what products are available in your area. | NMLS #484633

  • Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Simmons Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the marketing name 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. Securities and insurance offered through LPL or its affiliates are:
  • Securities and Insurance offered through LPL and its affiliates are: Not Insured By FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value