Precious
Stansberry
Svb Wealth
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About this Advisor
Precious Stansberry is a financial advisor based in Houston, Texas, working with Svb Wealth. Precious has previously held positions at Svb Wealth LLC, Altria, Boeing, Exxon, Pwc, Naval Education & Training Command (Dod), Cisco, Chevron, Kpmg, Key Energy Services, Align Strategic Partners, and Accounting Principals. Precious has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Precious is part of Svb Wealth, which operates out of Houston, Texas. The firm has 19 offices and 231 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Svb Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$6,630,165,968
231
4,835
$1,371,286
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Precious Stansberry Work History
Svb Wealth LLC
Altria
Boeing
Exxon
Pwc
Naval Education & Training Command (Dod)
Cisco
Chevron
Kpmg
Key Energy Services
Align Strategic Partners
Accounting Principals
Disclosures
Please visit the SEC profile of Precious Stansberry 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 Svb Wealth
Los Altos, CA
Kaysville, UT
San Francisco, CA
San Francisco, CA
Boston, MA
Atlanta, GA
Boston, MA
New York, NY
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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.
