Kathryn
Prestwood
Penney Financial
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About this Advisor
Kathryn Prestwood is a financial advisor based in Houston, Texas, working with Penney Financial. Kathryn has previously held positions at Penney Financial, Heart And Soul Tea Room, Rmb Capital, Pine Cove, Texas Tech University, Plano East Senior High, Hawiian Falls, and Live Oak Church. Kathryn is registered to provide services in Louisiana and Texas. Currently, Kathryn is part of Penney Financial, which operates out of Houston, Texas. The firm has 5 offices and 3 employees. The firm manages assets totaling $185.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Penney Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Penney Financial Brokerage Details
$185,855,222
3
355
$523,536
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathryn Prestwood Work History
Penney Financial
Penney Financial
Heart And Soul Tea Room
Rmb Capital
Heart And Soul Tea Room
Pine Cove
Live Oak Church
Pine Cove
Texas Tech University
Plano East Senior High
Hawiian Falls
Disclosures
Please visit the SEC profile of Kathryn Prestwood 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 Penney Financial
Houston, TX
Houston, TX
Houston, TX
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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