Gregory MattinglyCRD Number: 4907986
Current Firm: Preston Wealth Advisors, LLC
Gregory Mattingly (CRD# 4907986) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 17 years of experience in the finance industry. Gregory Mattingly 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.
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|Preston Wealth Advisors LLC||Reston, VA||Jan 2013 - Current||10|
|Manna Capital Management||Reston, VA||Aug 2012 - Dec 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management193MILLIONS
Total Number of Accounts972ACCOUNTS
Average Account Value$198,256
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Market timing services
- Educational seminars/workshops
CA, DC, FL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA
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