Adrienne Kersey is a registered investment advisor at Arvest Wealth Management, based in Ft Smith, AR, with 9 years of industry experience. Adrienne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,810 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning hourly rate — ranging from $25 to $100 per hour depending on the complexity of the client's situation
- Fixed fee financial planning — ranging from $250 to $1,000 depending on the specific arrangement reached with the client
Location
5000 Rogers Ave, Ft Smith, AR, 72903
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Regulatory History
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.
Learn about disclosures →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
Arvest Wealth ManagementBroker
Previous Registrations
Paychex Securities CorporationBroker
State Registrations4 states
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
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