Nina Preston
Nina Preston is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Troy, MI, with 41 years of industry experience. Nina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
1111 W Long Lake #300, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nina is an agent for fixed life insurance, term insurance, and fixed annuities, and also holds positions with Society for Lifetime Planning, Kestra Advisory Services, LLC, and as a notary. She dedicates minimal time to her insurance activities and a few hours per week to Kestra Advisory Services, LLC.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Vestax Securities CorporationBroker
Bentley-Lawrence Securities, INC.Broker
Portfolio Asset Mgt/usa Financial Group INC.Broker
USA Financial Group, INC.Broker
Hamilton Investments, INC.Broker
Korn, Womack, Stern and Associates, INC.Broker
Value Equities CorporationBroker
Mariner Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.