Audrey Fersten, financial advisor Houston TX

Audrey Fersten

CRD Number: 4743523
Current Firm: Bkd Wealth Advisors, LLC

Audrey Fersten (CRD# 4743523) is an Investment Advisor Representative working at Bkd Wealth Advisors, LLC in Houston, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Bkd Wealth Advisors Houston, TX Jan 2021 - Current < 1
Us Capital Advisors Houston, TX Jan 2018 - Dec 2020 2
Unemployed Houston, TX Jun 2017 - Jan 2018 < 1
Anti Defamation League Houston, TX Jun 2015 - May 2017 1
Unemployed Houston, TX Aug 2014 - May 2015 < 1
Avalon Wealth Management LLC Houston, TX May 2013 - Jul 2014 1
Avalon Advisors, LLC Houston, TX May 2013 - Jul 2014 1
Homemaker Houston, TX Jun 2011 - May 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S65 NASAA Investment Advisors Law Examination Jun 2009
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Audrey Fersten
Phone Number: 417.831.7283
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,978
    MILLIONS
  • Total Number of Accounts
    5,547
    ACCOUNTS
  • Average Account Value
    $897,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VI, WA, WI

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