Kathryn Prestwood (CRD# 7331191) is an Investment Advisor Representative working at Penney Financial in Houston, TX and has 1 year of experience in the finance industry. Kathryn Prestwood 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# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penney Financial | Houston, TX | Jan 2021 - Current | 3 |
| Penney Financial | Houston, TX | Jan 2019 - Jan 2021 | 2 |
| Heart And Soul Tea Room | Lubbock, TX | Sep 2018 - Dec 2018 | < 1 |
| Rmb Capital | Denver, CO | Jun 2018 - Aug 2018 | < 1 |
| Heart And Soul Tea Room | Lubbock, TX | Dec 2017 - May 2018 | < 1 |
| Pine Cove | Tyler, TX | May 2017 - Sep 2017 | < 1 |
| Live Oak Church | Lubbock, TX | Sep 2016 - May 2017 | < 1 |
| Pine Cove | Tyler, TX | Jul 2016 - Sep 2016 | < 1 |
| Texas Tech University | Lubbock, TX | Aug 2015 - Jul 2016 | < 1 |
| Plano East Senior High | Plano, TX | Aug 2014 - Aug 2015 | 1 |
| Hawiian Falls | Garland, TX | May 2014 - Aug 2014 | < 1 |
- LA
- TX
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts355ACCOUNTS
-
Average Account Value$523,536
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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