Advisor at Simmons Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Simmons Asset Management, LLC
Location
Baton Rouge, LA
Credentials
Series 66
Industry experience
19 years
Mark Simmons is a financial advisor at Simmons Asset Management, LLC in Baton Rouge, LA, with 19 years of industry experience. He holds a Series 66 designation and has worked at B.F. Anderson since 2002. Simmons Asset Management, LLC is an independent, state-registered investment adviser that provides discretionary investment supervisory services and individual portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach focuses on fundamental analysis, asset allocation, and long-term strategies tailored to each client’s objectives and risk tolerance.
$50,000+: 1.00% to 2.00% annually
Account minimum: $50,000
Baton Rouge, LA
Louisiana
B.F. Anderson
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
Series 65
Baton Rouge, LA
Clear Net Worth, L.L.C.
CFP®, Series 63, Series 65
Baton Rouge, LA
Global Planning Stewards LLC
CFA®, Series 65
Baton Rouge, LA
RINAUDO CAPITAL, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")