Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Charles Hart is a financial advisor registered with Kestra Advisory Services, LLC. Preston has been in the financial services industry since July 2002. Preston is licensed to provide financial advice in Oregon and Texas. Preston has 16 years of experience with LPL Financial LLC, which is where Preston began their career as a financial advisor. Preston is a Registered Representative with both Kestra Investment Services LLC and Kestra Advisory Services, LLC. Preston's office is located in Lake Oswego, Oregon. Preston's firm is also located in Austin, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
10/24/2023 - Present
Kestra Advisory Services, LLC (Lake Oswego OR)
OR
01/31/2006 - 10/27/2023
LPL FINANCIAL LLC (LAKE OSWEGO OR)
IN
07/11/2002 - 02/01/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/11/2002 - 02/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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