Jeffrey PresleyCRD 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.
Cetera Advisor Networks LLC
Eagle Strategies LLC
1st Global Advisors Inc.
|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|
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
Total Assets Under Management78MILLIONS
Total Number of Accounts1,420ACCOUNTS
Average Account Value$54,924
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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