Jeffrey Presley, financial advisor Greer SC
81 score

Jeffrey Presley

CRD Number: 5564746
Current Firm: First American National Investment Advisors, LLC

Jeffrey Presley (CRD# 5564746) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in Greer, SC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH Aug 2012 - Feb 2014 1
Gradient Advisors, LLC Shoreview, MN Jan 2012 - Aug 2012 < 1
Peek Performance Insurance Greenville, SC Jun 2003 - Aug 2012 9
Metlife Securities Inc. Greenville, SC Aug 2008 - Jan 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey M. Presley
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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