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John Brian Preston

Abound Wealth Management, LLC

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About John Brian Preston

John Brian Preston is a financial advisor with Abound Wealth Management, LLC. John is registered with the state of Tennessee and holds the Series 7 and Series 63 securities licenses. John has been in the financial services industry since 1997 and has experience providing financial planning and investment management services to individuals, families, and businesses. John also holds the Certified Financial Planner and Personal Financial Specialist designations. In addition to Abound Wealth Management, LLC, John is also the President of 88 Times Over, a company that owns the intellectual property for The Money Guy Show. John is also a co-owner and manager of Bribo, a real estate holding company.

Firm Information

John Preston is currently registered with Abound Wealth Management, LLC. Abound Wealth Management, LLC is an investment advisory firm located in Franklin, TN. The firm provides financial consulting, financial planning, pension consulting, and educational seminars. Abound Wealth Management serves high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm has approximately $1.07 billion in regulatory assets under management.
Abound Wealth Management, LLC

317 MAIN STREET

FRANKLIN, TN 37064

$1.07B

Assets Under Management

17

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for speaking engagements

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John Preston’s Registration & Firm History

TN

01/10/2017 - Present

Abound Wealth Management, LLC (FRANKLIN TN)

CA

09/06/1997 - 05/03/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 08/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Brian Preston.
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