Preston Financial Services, Inc.
Preston Financial Services, Inc. (CRD# 128701) is a financial advisory firm headquartered in , . They manage $9,700,458 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$242,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lawrence Preston (CRD# 4717976) is an Investment Advisor Representative working at Preston Financial Services, Inc. in Auburndale, MA and has over 16 years of experience in the finance industry.