Preston Vaught (CRD# 6533983) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 8 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | San Antonio, TX | Mar 2018 - Current | 6 |
| Texas Legacy Wealth Management | San Antonio, TX | Mar 2018 - Current | 6 |
| S Harris Financial Group | San Antonio, TX | Nov 2016 - Feb 2018 | 1 |
| Raymnd James Financial Services, Inc. | San Antonio, TX | Jun 2016 - Feb 2018 | 1 |
| Edward Jones | Schertz, TX | Aug 2015 - May 2016 | < 1 |
| Unemployed | San Antonio, TX | May 2015 - Aug 2015 | < 1 |
| Allstate | Helotes, TX | Jan 2015 - May 2015 | < 1 |
| Usaa | San Antonio, TX | Jun 2014 - Dec 2014 | < 1 |
| Northcliffe Golf Club | Cibolo, TX | Jan 2014 - Aug 2014 | < 1 |
| Texas A&m University | College Station, TX | Aug 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- TX
-
Total Assets Under Management485MILLIONS
-
Total Number of Accounts1,910ACCOUNTS
-
Average Account Value$253,859
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, ME, NH, NY, TX, VA
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