Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Audrey? Claim Your ProfileAudrey West is an investment advisor representative who is registered with Gradient Advisors, LLC, in California. Audrey is registered with the state of California as an Investment Advisor. Audrey's firm, Gradient Advisors, LLC has 152 Investment Advisor Representatives and is located in Arden Hills, MN. The firm's main office can be reached by phone at 877-885-0508. Audrey has been a registered investment advisor representative since July 2021. Audrey's background includes experience in Financial Planning, Insurance, and Education. Audrey has been a home-based owner of Elite Capital & Insurance Services since October 2024. The firm offers Financial Planning and Insurance Services. Audrey has been a registered representative with KNR Consulting and Wealth Management, Inc. since September 2020. Audrey has been involved in Financial Planning and Insurance with Simplified Insurance Services, Inc. DBA KRWM Insurance Services since May 2019. Audrey has worked as an Investment Advisor Representative for Gradient Advisors, LLC since October 2024. Audrey's expertise includes advising individuals and businesses on investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
CA
10/25/2024 - Present
Gradient Advisors, LLC (Newport Beach CA)
IA
Issued 07/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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