Krista Fanning Kersey
Professional Summary
Krista Fanning Kersey, who also goes by Krista Ann Fanning, Krista Ann Kersey, Krista Fanning Kersey, is a registered financial advisor currently at NOVA CAPITAL SOLUTIONS, LLC located in Pompano Beach, Florida. Krista is registered as a RR (Registered Representative) and started their career in finance in 1993. Krista has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Krista Ann Fanning, Krista Ann Kersey, Krista Fanning Kersey
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
Current Firm
NOVA CAPITAL SOLUTIONS, LLC
Contact Information
Main Address
2125 E. Atlantic Boulevard, Pompano Beach, FL 33062Mailing Address
2125 E. Atlantic Boulevard, Pompano Beach, FL 33062Phone Number
(954) 663-9200Established
Florida since 10/09/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (5 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
State Registrations and Notice Filings
(2/29/2016)
(5/6/2016)
(1/5/2026)
(4/28/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC
CRS (Client Relationship Summary) - BD
Click below to view Krista Fanning Kersey's CRS (Customer Relationship Summary).
Similar Advisors
DAYMARK WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.
SUMMIT FINANCIAL, LLC
SOUND INCOME STRATEGIES, LLC