Preston PaulCRD Number: 6993398
Current Firm: Edward Jones
Preston Paul (CRD# 6993398) is an Investment Advisor Representative working at Edward Jones in Marshall, TX and has 1 year of experience in the finance industry.
Lpl Financial LLC
Sagepoint Financial, Inc.
|Edward Jones||St Louis, MO||Dec 2019 - Current||3|
|Immanuel Baptist Church||Marshall, TX||Jun 2019 - Dec 2019||< 1|
|Edward Jones||St Louis, MO||Mar 2018 - Mar 2019||1|
|Baylor University||Waco, TX||Jul 2014 - May 2018||3|
|Fulbright Winniford||Waco, TX||Jun 2016 - Apr 2018||1|
|Marshall Isd||Marshall, TX||Aug 2008 - Jun 2014||5|
|Superone||Marshall, TX||Jan 2014 - Apr 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management593,127MILLIONS
Total Number of Accounts4,558,331ACCOUNTS
Average Account Value$130,119
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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