Preston David Cherry
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
CONCURRENT FINANCIAL PLANNING | CONCURRENT WEALTH MANAGEMENT | CONCURRENT FINANCIAL PLANNING, LLC | CONCURRENT FINANCIAL PLANNING CENTER, LLC | CONCURRENT FINANCIAL PLANNING CENTER
Contact Information
Main Address
11111 Katy Freeway Suite 910, Houston, TX 77079Phone Number
(832) 744-1176# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
14AUM (Assets Under Management)
$12,600,300Similar Advisors
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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.
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State Registrations and Notice Filings
(6/18/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Preston David Cherry's CRS (Customer Relationship Summary).
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