Scott Preston, financial advisor Denver CO
93 score

Scott Preston

CRD Number: 5549500
Current Firm: Global Retirement Partners LLC

Scott Preston (CRD# 5549500) is an Investment Advisor Representative working at Global Retirement Partners LLC in Denver, CO and has over 9 years of experience in the finance industry.

Similar Advisors
Mark Ballenger II, financial advisor Denver CO
Mark A. Ballenger II
CRD# 2810252
Ewealth Consulting, LLC
Score
104
Similar Advisors
Dave Anthony, CFP®, RMA®, financial advisor Denver CO
Dave Anthony, CFP®, RMA®
CRD# 3068955
Anthony Capital, LLC
Score
103
Similar Advisors
Sean Cooper, financial advisor Denver CO
Sean S. Cooper
CRD# 5176131
Fit Financial Consulting LLC
Score
103
Company Name Location Dates Years
Global Retirement Partners, LLC San Rafael, CA Jun 2016 - Current 1
Lpl Financial, LLC Denver, CO Jun 2016 - Current 1
Fidelity Brokerage Services, LLC Salt Lake, UT May 2008 - Jun 2016 8
Zions Bank West Valley, UT Jan 2008 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Feb 2010
Contact Info for Scott A. Preston
Phone Number: 415-526-2751
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    26,371
    MILLIONS
  • Total Number of Accounts
    4,693
    ACCOUNTS
  • Average Account Value
    $5,619,285
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Scott Preston and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.