Preferred Benefits Alliance, LLC

Preferred Benefits Alliance, LLC (CRD# 157681) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC

Financial Advisors at Preferred Benefits Alliance, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Colleen Cresanti, financial advisor Washington DC
Colleen P. Cresanti
CRD#: 6180773
Washington, DC
90
Wealthminder
score

Colleen Cresanti (CRD# 6180773) is an Investment Advisor Representative working at Preferred Benefits Alliance, LLC in Washington, DC and has over 4 years of experience in the finance industry.

2
Geoffrey Gray, financial advisor Washington DC
Geoffrey P. Gray
CRD#: 5915825
Washington, DC
90
Wealthminder
score

Geoffrey Gray (CRD# 5915825) is an Investment Advisor Representative working at Preferred Benefits Alliance, LLC in Washington, DC and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals