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Preston Lee Corman

Orchard Securities, LLC

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About Preston Lee Corman

Preston Corman is a financial advisor with Orchard Securities, LLC in Pleasant Grove, Utah. Preston is a seasoned professional in the financial services industry. Preston has passed a series of licensing exams including Series 6, 7, 63, SIE and 6TO. Preston has held previous positions at Steadfast Capital Markets Group, LLC, Triton Pacific Securities, LLC, GWFS Equities, Inc., Intersecurities, Inc. and Next Financial Group, Inc.. Preston has been registered with the Securities and Exchange Commission (SEC) and various state regulators, including Colorado, Texas, Arkansas, Kansas, Louisiana, Mississippi, Missouri, Nebraska, and Oklahoma.

Firm Information

Preston Corman is currently registered with Orchard Securities, LLC. Orchard Securities, LLC, is a Limited Liability Company formed on September 27, 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Preston Corman’s Registration & Firm History

UT

09/03/2019 - Present

Orchard Securities, LLC (PLEASANT GROVE UT)

CO

08/30/2018 - 03/29/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CA

04/11/2017 - 06/18/2018

TRITON PACIFIC SECURITIES, LLC (Laguna Niguel CA)

CA

01/01/2014 - 04/12/2017

STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)

CO

03/10/2009 - 06/15/2009

NEXT FINANCIAL GROUP, INC. (LOVELAND CO)

CO

02/13/2009 - 03/11/2009

INTERSECURITIES, INC. (LOVELAND CO)

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Licenses & Designations

BC

Issued 02/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2013

Series 7 - General Securities Representative Examination

BC

Issued 02/11/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Preston Lee Corman.
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