Preston Watts is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in The Dalles, OR, with 29 years of industry experience. Preston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 Washington, The Dalles, OR, 97058
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Preston is a member of the Finance Committee for the Humane Society of Central Oregon, dedicating minimal time to participate in finance meetings. He also works as a minister and business owner for Happy Trails Ministry, spending a few hours per week performing wedding services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Diversified Investors Securities CORP.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Xcu Capital Corporation, INC.Broker
Planco Financial Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services, INC.Broker
State Registrations5 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.