Preston Werth
Preston Werth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leawood, KS, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11551 Ash Street, Suite 215, Leawood, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Preston is an owner of Werth Wealth Advisors, an entity that maintains balances for employee deferred compensation and other investment accounts, dedicating minimal time to it. He is also an owner and Director of Research at Werth Wealth Management LLC, dedicating about half of his time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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