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Preston Yost

Osaic Advisory Services, LLC

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About Preston Yost

Preston Yost is a financial advisor with over 2 years of experience in the financial services industry. Preston is currently registered as an investment advisor representative with Osaic Advisory Services, LLC in Atlanta, GA. Previously, Preston worked as an advisor at Securities America, Inc. in Pocatello, ID. Preston is licensed in the state of Idaho to provide investment advice and securities brokerage services. Preston holds Series 65 and Series 63 licenses, and is also qualified to provide financial planning services to individuals, businesses, and institutions.

Firm Information

Preston Yost is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Preston Yost’s Registration & Firm History

GA

11/08/2024 - Present

Osaic Advisory Services, LLC (ATLANTA GA)

ID

01/25/2023 - 06/14/2024

SECURITIES AMERICA, INC. (POCATELLO ID)

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Licenses & Designations

BC

Issued 03/31/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/23/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Preston Yost.
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