Unclaimed Profile

William Allen Preisz

PREISZ ASSOCIATES, INC.·PORTLAND, Oregon

SIE, Series 6, Series 7TO, Series 24, Series 63, Series 65Clean record7 years registeredPREISZ ASSOCIATES, INC.

4525 SW CONDOR AVE, PORTLAND, OR 97239CRD# 6855850Firm CRD# 144469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Allen Preisz · PORTLAND, OR

Registration

CRD #6855850 · PREISZ ASSOCIATES, INC. · 7 years registered

Brand Profile

Not yet started

Career History

PREISZ FINANCIAL

Feb 2019 – present

LPL FINANCIAL LLC

Dec 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · December 14, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREISZ ASSOCIATES, INC.

CRD 144469 · SEC 801-115031

AUM

$553M

Regulatory assets under management

Employees

475 client accounts

Services offered by PREISZ ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PREISZ ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does William Allen Preisz offer?

William Allen Preisz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are William Allen Preisz's credentials?

William Allen Preisz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Allen Preisz located?

William Allen Preisz is based in PORTLAND, Oregon, working with PREISZ ASSOCIATES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does William Allen Preisz charge for services?

William Allen Preisz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREISZ ASSOCIATES, INC.?

PREISZ ASSOCIATES, INC. has approximately 9 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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