Preston Sharpe (CRD# 6928149) is an Investment Advisor Representative working at Derbend Asset Management in Peachtree City, GA and has over 5 years of experience in the finance industry. Preston Sharpe 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# 4194526
Synovus Securities, Inc.
CRD# 5694281
Truist Advisory Services, Inc.
CRD# 4148297
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Derbend Asset Management, LLC | Peachtree City, GA | Mar 2019 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Peachtree City, GA | Mar 2018 - Mar 2019 | 1 |
| Wells Fargo Bank Na | Peachtree City, GA | Oct 2016 - Mar 2019 | 2 |
| Chick-fil-a Starr's Mill | Peachtree City, GA | Jul 2014 - Oct 2016 | 2 |
| Coweta County Board Of Education | Newnan, GA | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- GA
-
Total Assets Under Management290MILLIONS
-
Total Number of Accounts1,003ACCOUNTS
-
Average Account Value$289,261
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, LA, NE, TX, VA
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