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 9 years of experience in the finance industry.
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eagle Strategies LLC
|J.m. Hill Advisors, LLC||Greer, SC||Feb 2012 - Current||6|
|Ministry Benefit Investments LLC||Coppell, TX||Oct 2016 - May 2017||< 1|
|First American National Investment Advisors, LLC||Greer, SC||Feb 2014 - Oct 2016||2|
|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 Management138MILLIONS
Total Number of Accounts1,654ACCOUNTS
Average Account Value$83,254
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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.