Preston Christian
Preston Christian is a ChFC-designated registered investment advisor at Silver Oak Securities, INC., based in Madisonville, LA, with 12 years of industry experience. Preston is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
381 Hwy 21 Ste 203, Madisonville, LA, 70447
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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 →Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Hancock Whitney Investment Services INC.
Hancock Investment Services, INC.Broker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Silver Oak Securities, IncorporatedBroker
State Registrations4 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.
Exams
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