PS
CFP
PS
CFP
Preston Snow is a CFP-designated registered investment advisor, based in Houston, TX, with 23 years of industry experience.
Location
13131 Dairy Ashford Suite 150, Houston, TX, 77428
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2013Closed-No Action
Other Business ActivitiesSells Insurance
Preston is a partner at Avidian Wealth Management, a registered investment advisor, dedicating full-time hours during trading. He is also an agent at Avidian Insurance Agency, selling fixed insurance products for a few hours per week, and owns PNPR Interest, LLC, a farm and ranch, spending minimal time on oversight.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - Present · 7 yrs 9 mos
Avidian Wealth Solutions
October 2018 - Present · 7 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - October 2018 · 6 yrs
J.P. Morgan Securities LLCBroker
October 2012 - October 2018 · 6 yrs
Chase Investment Services CORP.
April 2003 - October 2012 · 9 yrs 6 mos
Chase Investment Services CORP.Broker
November 2002 - October 2012 · 9 yrs 11 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.