Preston D. Cherry

CONCURRENT WEALTH MANAGEMENT

HOUSTON, TX 77079

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CRD#: 2926829

Professional summary

Preston David Cherry, CFP® is a registered financial advisor currently at CONCURRENT WEALTH MANAGEMENT located in Houston, Texas.

Preston is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Preston has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Carson Coaching - I work in an hourly contract relationship as a practice management coach to financial advisors to help them with business and mindfulness best practices to help them grow and improve their business. I currently devote (1) hour per month to coaching for Carson. 14600 Branch Street Omaha, Nebraska 68154

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Preston David Cherry's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

June 18, 2018 - Present

CONCURRENT WEALTH MANAGEMENT

Office #1: 11111 Katy Freeway Suite 910, Houston, TX 77079

RIA

CRD#: 293564

HOUSTON, TX

Past

September 19, 2012 - February 8, 2016

SALIENT CAPITAL ADVISORS, LLC

RIA

CRD#: 153914

HOUSTON, TX

Past

June 18, 2012 - February 8, 2016

SALIENT CAPITAL L.P.

CRD#: 147912

HOUSTON, TX

Past

February 18, 2010 - August 11, 2011

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

KNOXVILLE, TN

Past

February 12, 2010 - August 11, 2011

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

KNOXVILLE, TN

Past

July 25, 2008 - October 9, 2009

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

RIA

CRD#: 119127

HOUSTON, TX

Past

May 22, 2008 - April 1, 2009

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

HOUSTON, TX

Past

May 1, 2008 - April 1, 2009

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

HOUSTON, TX

Past

September 5, 2007 - October 12, 2007

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

HARTFORD, CT

Past

March 14, 2005 - December 31, 2005

AMEGY INVESTMENTS, INC.

CRD#: 120145

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(6/18/2018)

IAR

Wisconsin
(10/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/20/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/11/2005

General Securities Representative Examination

Current Firm

CONCURRENT WEALTH MANAGEMENT

CONCURRENT FINANCIAL PLANNING | CONCURRENT WEALTH MANAGEMENT | CONCURRENT FINANCIAL PLANNING, LLC | CONCURRENT FINANCIAL PLANNING CENTER, LLC | CONCURRENT FINANCIAL PLANNING CENTER

CRD#: 293564 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/7/2024 Approved)

Texas

Registered Investment Advisory firm - (6/18/2018 Approved)

Wisconsin

Registered Investment Advisory firm - (7/13/2021 Approved)

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Contact information

Main Address

11111 Katy Freeway Suite 910, Houston, TX 77079

Mailing Address

Phone number

(832) 744-1176

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 12,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Preston D. Cherry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Preston David Cherry's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALIENT CAPITAL ADVISORS, LLC

SALIENT CAPITAL L.P.

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

AMEGY INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2008

Series 63

Date: 4/26/2005

SIE

Date: 2/8/2016

Series 7

Date: 3/11/2005

Current Firm

CONCURRENT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONCURRENT WEALTH MANAGEMENT

TRUST BUT VERIFY

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