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 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 3 years of experience in the finance industry.

2
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.

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