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Kelly Dawn Shuffler

Preston Investments

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About Kelly Dawn Shuffler

Kelly Dawn Shuffler is an Investment Advisor Representative at Preston Investments, located in KINGMAN, AZ. Kelly is registered with the state of Arizona. Kelly has passed the Uniform Investment Adviser Law Examination. Kelly has experience in the financial industry.

Firm Information

Kelly Shuffler is currently registered with Preston Investments. Preston Investments is an investment advisor with $84 million in regulatory assets under management and 2,000 clients. Preston Investments offers portfolio management for individuals and selection of other advisors. The firm specializes in serving individuals, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. They offer wrap fee programs.

$84.00M

Assets Under Management

4

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kelly Shuffler’s Registration & Firm History

AZ

02/25/2022 - Present

Preston Investments (KINGMAN AZ)

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Licenses & Designations

IA

Issued 02/10/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Dawn Shuffler.
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