Preston Wealth Advisors, LLC
Preston Wealth Advisors, LLC (CRD# 165983) is a financial advisory firm headquartered in Reston, VA. They manage $214,569,272 in 1,043 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management215MILLION
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Total Number of Accounts1,043ACCOUNTS
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Average Account Value$205,723
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Market timing services
- Educational seminars/workshops
CA, DC, FL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA
Rena Abdalla (CRD# 4680182) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 19 years of experience in the finance industry.
Peter Baker (CRD# 5078132) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry.
Theodore Doremus (CRD# 4269424) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 23 years of experience in the finance industry.
Gregory Mattingly (CRD# 4907986) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry.
Lucas Hodge (CRD# 7353350) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has 1 year of experience in the finance industry.