Preston Russell (CRD# 7581781) is an Investment Advisor Representative working at Equitable Advisors, LLC in Asheboro, NC and has 1 year of experience in the finance industry.
CRD# 3262336
Creative Planning
CRD# 6078780
Raymond James Financial Services Advisors, Inc.
CRD# 5900008
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Jun 2022 - Current | 1 |
| Eagle Point Golf Club | Wilmington, NC | Sep 2021 - Jun 2022 | < 1 |
| Benchmark Physical Therapy | Leland, NC | Sep 2020 - Sep 2021 | 1 |
| Unemployed | Wilmington, NC | Aug 2017 - Dec 2020 | 3 |
| Pinewood Country Club | Asheboro, NC | May 2018 - Aug 2020 | 2 |
| Covanta Environmental Solutions | Asheboro, NC | Jun 2016 - Aug 2017 | 1 |
| Unemployed | Asheboro, NC | Jun 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NC
-
Total Assets Under Management29,776MILLIONS
-
Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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