AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AL

Audrey A. Lovett

Some features on this profile are disabled
CRD#: 1189275
AL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Audrey Ann Lovett, who also goes by Audrey Ann Orsburn, was a registered financial professional .

Audrey is a previously registered financial professional and started their career in finance in 1983. Audrey had worked at 4 firms and has passed the Series 63, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Audrey Ann Orsburn

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 13, 1989 - October 6, 1989

SWINK & COMPANY, INC.

BD
CRD#: 7111
Past

August 10, 1988 - January 25, 1989

U.S. ASSOCIATES, INC.

BD
CRD#: 13511
Past

September 30, 1985 - August 24, 1988

SWINK & COMPANY, INC.

BD
CRD#: 7111
Past

February 10, 1984 - October 4, 1985

BRITTENUM & ASSOCIATES, INC.

BD
CRD#: 7179
Past

September 21, 1983 - February 6, 1984

UNITED CAPITAL CORPORATION

BD
CRD#: 8268

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/28/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 10/29/1985
National Commodity Futures Examination
General Industry/Product Exam

Current Firm


S&
SWINK & COMPANY, INC.
SWINK & COMPANY, INC.

CRD#: 7111 / SEC#: , 8-19804

BD
Expelled by FINRA on 09/17/1990
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Arkansas since 06/14/1971
Firm type
Corporation
Fiscal year end
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SWINK & COMPANY, INC.

CRD#: 7111

TRUST BUT VERIFY

Monitor Audrey Lovett

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics