Nina
Preston
Kestra Advisory Services, LLC
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About this Advisor
Nina Preston is a certified financial planner who works in Troy, Michigan with 1 year of relevant experience. Preston works at Kestra Advisory Services, LLC. Throughout their career, Preston has worked at Invest Financial Corporation, Lpl Financial LLC, Kestra Investment Services and Kestra Advisory Services LLC. Preston has a Series 63 license, qualifying them as a securities representative, and can work in Michigan. Kestra Advisory Services, LLC is an advisory business operating out of Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It controls $42 billion in total assets across its 140,407 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 140,407 accounts, 17% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services are offered. Fees billed by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nina Preston Work History
Nina has been registered as a financial advisor for 1 years.*
Kestra Investment Services
Kestra Advisory Services LLC
Lpl Financial LLC
Invest Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nina Preston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
