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Joe Kersey

EGP Wealth Management, LLC

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About Joe Kersey

Joe Kersey is a financial advisor with EGP Wealth Management, LLC, located in NORTH LITTLE ROCK, AR. Joe has been in the financial services industry for over 7 years and is registered to provide investment advisory services in Arkansas, Texas, and Virginia. Joe is a Series 66 and Series 7 licensed professional. Joe also holds a Securities Industry Essentials (SIE) license. Joe is a licensed insurance agent in Alabama, Arkansas, and Virginia. In addition to being a financial advisor, Joe is also a licensed insurance agent, offering life, health, and annuity products. EGP Wealth Management, LLC provides financial planning, pension consulting, and portfolio management services to individuals and businesses. EGP Wealth Management, LLC is also registered to provide investment advisory services in Arkansas.

Firm Information

Joe Kersey is currently registered with EGP Wealth Management, LLC. EGP Wealth Management, LLC is an investment advisor registered with the SEC that manages $28,863,224 in assets for 120 clients. The firm offers financial planning and portfolio management services for individuals and pension plans. They specialize in working with high-net-worth individuals, trusts, and pension and profit-sharing plans.

$28.86M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joe Kersey’s Registration & Firm History

AR

08/09/2024 - Present

EGP Wealth Management, LLC (NORTH LITTLE ROCK AR)

VA

12/14/2020 - 06/27/2024

LPL FINANCIAL LLC (MARTINSVILLE VA)

VA

09/13/2017 - 12/15/2020

EDWARD JONES (CHRISTIANSBURG VA)

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Licenses & Designations

BOTH

Issued 09/30/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joe Kersey.
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