AW
AW

Audra Bailey Wilcox

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

1445 Ross Ave Fl 55, Dallas, TX, 75202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Audra owns several businesses, including a retail store, real estate investment properties, and a law firm. She also works as an investment advisor representative (IAR) for two wealth management DBAs and dedicates nearly full-time hours to her law firm.

Employment History
Current Registrations
Integrity Advisory Solutions
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.
Audra Bailey Wilcox - Financial Advisor | TrueAdvisor