AK
AK

Adrienne Brooke Kersey

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
6,336 clients
Average Client Portfolio
$446K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$25K
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Location

5000 Rogers Ave, Ft Smith, AR, 72903

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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 Activities

Adrienne is a shareholder of The Bank of Salem, a family-owned bank, and receives dividends annually, but has no duties and devotes no time to it. She also owns 25% of Kings River Holdings LLC for potential rental income, dedicating no time to it currently.

Employment History
Current Registrations
Arvest Wealth Management
May 2020 - Present · 5 yrs 9 mos
Arvest Wealth ManagementBroker
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Paychex Securities CorporationBroker
September 2017 - December 2019 · 2 yrs 3 mos
State Registrations4 states
ARKSMOOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adrienne Brooke Kersey - Financial Advisor | TrueAdvisor