Preferred Wealth Advisors, LLC
Preferred Wealth Advisors, LLC (CRD# 297228) is a financial advisory firm headquartered in , . They manage $3,281,706 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Preferred Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$121,545
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Preferred Wealth Advisors, LLC
1
Jeffrey Stevens (CRD# 2853775) is an Investment Advisor Representative working at Preferred Wealth Advisors, LLC in Freehold, NJ and has over 24 years of experience in the finance industry.
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