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John Brian Preston

ABOUND WEALTH MANAGEMENT, LLC·FRANKLIN, Tennessee
Unclaimed Profile
317 MAIN STREET, FRANKLIN, TN 37064CRD# 2923095Firm CRD# 285903
01

About

John Brian Preston is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with ABOUND WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ABOUND WEALTH MANAGEMENT, LLC
ABOUND WEALTH MANAGEMENT, LLC
AUM
$1.1B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at ABOUND WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FEES FOR SPEAKING ENGAGEMENTS
Regulatory
SEC/IARD CRD# 2923095
Firm CRD# 285903
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Brian Preston offer?
John Brian Preston specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are John Brian Preston's credentials?
John Brian Preston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Brian Preston located?
John Brian Preston is based in FRANKLIN, Tennessee, working with ABOUND WEALTH MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does John Brian Preston charge for services?
John Brian Preston's firm is compensated through percentage of aum, hourly charges, other: fees for speaking engagements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABOUND WEALTH MANAGEMENT, LLC?
ABOUND WEALTH MANAGEMENT, LLC has approximately 31 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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