Preston Hart is a registered investment advisor, based in Lake Oswego, OR, with 23 years of industry experience.
Location
4800 Meadows Road, Suite 300, Lake Oswego, OR, 97035
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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
Preston is a partner and 50% owner of SHC Financial, LLC, where he oversees financial operations. He also works as a producing agent for various insurance companies and is a registered representative with Kestra Advisory Services, providing investment management and financial planning services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations10 states
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