Joe Kersey
Joe Kersey is a registered investment advisor at Egp Wealth Management, LLC, based in North Little Rock, AR, with 9 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 99 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Family member account values may be combined to reach breakpoints.
Fee Estimator
Location
611 Main Street, North Little Rock, AR, 72114
Get directionsHistory
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 ActivitiesSells Insurance
Joe is an independent licensed insurance agent in multiple states, offering life, health, and annuity products, as well as direct mutual funds. This activity is investment-related.
Employment History
Current Registrations
Egp Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 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
More Advisors
- Colin Gorman, PFSEgp Wealth Management, LLC
- John Strange, CFPLPL Financial LLC
- Christopher Glancy, CFALukas Total Wealth
- Robert Jackson, CFPEdward Jones
- Clifford Veach, PFSVeach Family Financial
- Joel Rice, CFP, ChFCEdward Jones