Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Preston is a registered investment advisor representative with Fisher Investments. Robert holds a Series 65 license and is registered in Texas and Florida. Robert is a licensed professional who has been in the financial services industry since 2016. Robert has held past positions at American Senior Benefits and Florida State University. Robert has experience working with high-net-worth individuals, individuals other than high-net-worth, and corporations. Robert is affiliated with Fisher Investments and their main office is located in Plano, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/27/2023 - Present
Fisher Investments (PLANO TX)
IA
Issued 11/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Robert Preston is the right advisor for you? Invested Better is here to help.
