Roland Prestenback, financial advisor New Orleans LA

Roland Prestenback

CRD Number: 5556519
Current Firm: Newedge Advisors

Roland Prestenback (CRD# 5556519) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 13 years of experience in the finance industry. Roland Prestenback has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Newedge Advisors, Llc (gwm Advisors, Llc) New Orleans, LA Feb 2017 - Current 7
Lpl Financial LLC New Orleans, LA Aug 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Roland J. Prestenback
Phone Number: 504-459-4391
Registered State(s):
  • LA
  • NJ
By the Numbers
  • Total Assets Under Management
    12,683
    MILLIONS
  • Total Number of Accounts
    48,067
    ACCOUNTS
  • Average Account Value
    $263,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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Data verified by both the advisor and the public regulatory data.

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