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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dean Mattingly is an investment advisor representative with Preston Wealth Advisors, LLC in Reston, Virginia. Gregory has been with Preston Wealth Advisors, LLC since January 2013, and previously worked at Manna Capital Management from August 2012. Gregory has been in the industry since July 2005 and has a Series 66, SIE, and Series 7. Gregory's firm manages over $214,569,272 in assets for individual and institutional clients and offers financial planning, pension consulting, educational seminars, market timing services, portfolio management for individuals and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Subscription fees from advisory firms for market indicators
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2
VA
04/25/2014 - Present
Preston Wealth Advisors, LLC (RESTON VA)
VA
08/24/2012 - 12/31/2014
MANNA CAPITAL MANAGEMENT (FALLS CHURCH VA)
VA
06/17/2008 - 05/21/2012
LARA, SHULL & MAY, LLC (FALLS CHURCH VA)
VA
01/09/2008 - 06/18/2008
LARA, SHULL & MAY, LTD (FALLS CHURCH VA)
VA
01/29/2007 - 01/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
07/27/2005 - 09/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)
MN
07/27/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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