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Joe Kersey

Egp Wealth Management, LLC

North Little Rock, AR

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Current Employers
Egp Wealth Management, Llc

611 Main Street, North Little Rock, AR 72114 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-08-09
AR RA APPROVED 2024-06-25
TX RA APPROVED 2024-06-25
  • VA RA
    APPROVED
    Since 2024-08-09
  • AR RA
    APPROVED
    Since 2024-06-25
  • TX RA
    APPROVED
    Since 2024-06-25

Branch Locations

611 Main Street, North Little Rock, AR 72114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2017 12/2020
Infinidat Waltham MA 10/2016 08/2017
Ibm Endicott NY 07/2014 10/2016
Lpl Financial, Llc Roanoke VA 12/2020 06/2024
Egp Wealth Management, Llc North Little Rock AR 06/2024 Present
Previous Registrations
  • 2020-12-14 → 2024-06-27
    Lpl Financial Llc
    Roanoke, VA
    San Diego, CA
    Martinsville, VA
    Maumelle, AR
  • 2017-10-02 → 2020-12-15
    Edward Jones
    Christiansburg, VA
    Martinsville, VA
    St Louis, MO
Other Businesses

6/2024 Independent Licensed Insurance Agent; Investment Related; Alabama/Arkansas, Virginia; Life, Health, Annuities and Direct Mutual Fund Business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-30
  • S66 Uniform Combined State Law Examination
    2017-09-30
Other Names
  • Joseph Ellis Kersey
  • Joe Ellis Kersey

View on SEC IAPD

Other Firms

SOWELL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
LUKAS TOTAL WEALTH
EDWARD JONES
LEGACY CAPITAL WEALTH PARTNERS, LLC
MAI CAPITAL MANAGEMENT, LLC
PFS INVESTMENTS INC.

Other Investors

JOHN KEVIN STOPHEL
JOYCE MICHELE COOL
DARYL T SEATON
JASON ALLAN STROEDE
David Neil Newsom
David Steven Swan
Bergen R Palmer
LESLIE FERRONE

Other Offices

SOWELL MANAGEMENT · NORTH LITTLE ROCK, AR
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NORTH LITTLE ROCK, AR
LPL FINANCIAL LLC · LITTLE ROCK, AR
LUKAS TOTAL WEALTH · NORTH LITTLE ROCK, AR
EDWARD JONES · Little Rock, AR
LEGACY CAPITAL WEALTH PARTNERS, LLC · LITTLE ROCK, AR
MAI CAPITAL MANAGEMENT, LLC · Little Rock, AR
PFS INVESTMENTS INC. · LITTLE ROCK, AR

More in North Little Rock, AR

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