Wealth Preservation Advisors, LLC

Wealth Preservation Advisors, LLC (CRD# 167518) is a financial advisory firm headquartered in Chattanooga, TN. They manage $479,695,015 in 1,009 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
715 Market Street, Suite 307, Chattanooga, TN 37402
https://www.linkedin.com/in/gene-rice-03052048
By the Numbers
  • Total Assets Under Management
    480
    MILLION
  • Total Number of Accounts
    1,009
    ACCOUNTS
  • Average Account Value
    $475,416
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, KY, LA, NY, OH, TN, TX

Financial Advisors at Wealth Preservation Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gene Rice, financial advisor Chattanooga TN
Gene R. Rice
CRD#: 2944080
715 Market Street, Suite 307, Chattanooga, TN 37402

Gene Rice (CRD# 2944080) is an Investment Advisor Representative working at Wealth Preservation Advisors, LLC in Chattanooga, TN and has over 26 years of experience in the finance industry.

2
Nina Strozak, financial advisor Chattanooga TN
Nina K. Strozak
CRD#: 3157452
715 Market Street, Suite 307, Chattanooga, TN 37402

Nina Strozak (CRD# 3157452) is an Investment Advisor Representative working at Wealth Preservation Advisors, LLC in Chattanooga, TN and has over 25 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.

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