Christopher
Prest

Principal Street Partners, LLC

CRD#4666752
Investment Advisor
in Memphis, TN

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About this Advisor

Christopher Prest is a financial advisor based in Memphis, Tennessee, working with Principal Street Partners, LLC. Christopher has previously held a position at Green Square Capital, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Christopher is part of Principal Street Partners, LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 12 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Principal Street Partners, LLC includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

949 Shady Grove Rd South Suite 402
Memphis, TN 38120

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Principal Street Partners, LLC Brokerage Details

Total Assets Under Management

$2,872,187,942

TN Average: $730,596,643
Total Number of Employees

12

TN Average: 15
Total Number of Accounts

724

TN Average: 968
Average Account Size

$3,967,110

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Other

Christopher Prest Work History

2004 - Present (21 years)

Green Square Capital, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christopher Prest to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Street Partners, LLC

Eric Sellinger
Englewood, NJ
Morgan Sanders
Memphis, TN
Everett Price
Memphis, TN
Reed Walters
Memphis, TN
James West
Memphis, TN
David Weiner
Englewood, NJ
Christopher Prest
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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