Preston Smith (CRD# 6190640) is an Investment Advisor Representative working at Avantax Advisory Services in Tulsa, OK and has over 10 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Tulsa, OK | Feb 2022 - Current | 2 |
| Avantax Advisory Services | Tulsa, OK | Feb 2022 - Current | 2 |
| Tenkey Investments LLC | Tulsa, OK | Aug 2017 - Current | 6 |
| Preston Smith Pllc | Tulsa, OK | Dec 2011 - Current | 12 |
| Ameriprise Financial Services, Inc. | Tulsa, OK | Jul 2013 - Jan 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- OK
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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