Scott Preston (CRD# 5549500) is an Investment Advisor Representative working at Evergreen Private Wealth in Greenwood Village, CO and has over 15 years of experience in the finance industry. Scott Preston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evergreen Private Wealth LLC | Greenwood Village, CO | Dec 2022 - Current | 1 |
| Independent Financial Partners | Greenwood Village, CO | Aug 2019 - Current | 4 |
| Ifp Securities, LLC | Tampa, FL | Aug 2019 - Aug 2020 | 1 |
| Global Retirement Partners | Greenwood Village, CO | Oct 2016 - Aug 2019 | 2 |
| Lpl Financial, LLC | Denver, CO | Oct 2016 - Aug 2019 | 2 |
| Fidelity Investments | Denver, CO | May 2008 - Oct 2016 | 8 |
| Fidelity Brokerage Services, LLC | Salt Lake, UT | May 2008 - Jun 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- TX
- UT
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Total Assets Under Management195MILLIONS
-
Total Number of Accounts514ACCOUNTS
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Average Account Value$379,629
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, LA, NE, TX, UT
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