Gary Randall Preslar

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2001 → Present
  Homes By Gary Preslar, Llc
  Charlotte, NC
• 10/2015 → 06/2018
  Aspire Private Capital
  Cornelius, NC
• 10/2015 → 06/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 12/2018 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2018 → Present
  Preslar Financial Group, Llc
  Charlotte, NC

Previous Registrations

• 2015-11-06 → 2018-06-20
  Aspire Private Capital
  Cornelius, NC
• 2015-10-02 → 2017-06-12
  Global Financial Private Capital, Inc.
  Cornelius, NC
  Sarasota, FL
• 2014-07-21 → 2015-10-28
  Cambridge Investment Research Advisors, Inc.
  Matthews, NC
• 2012-03-20 → 2014-07-23
  Foresters Equity Services, Inc.
  Charlotte, NC
  San Diego, CA
  Charlotte, NC
• 2010-08-04 → 2011-11-30
  Equity Services, Inc.
  Charlotte, NC

Other Businesses

1) PRESLAR FINANCIAL GROUP, LLC; 8201 BRYNMAR DRIVE, CHARLOTTE, NC 28270; YES INVESTMENT RELATED; INSURANCE SALES; PRESIDENT / ADVISOR; START DATE 12/2018; APPROX 160 HRS/MONTH; APPROX 160 HRS/ MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) HOMES BY GARY PRESLAR, LLC; 8201 BRYNMAR DRIVE, CHARLOTTE, NC 28270; YES INVESTMENT RELATED; NEW HOME CONSTRUCTION AND REAL ESTATE SALES 7 COMMISSIONS; OWNER; START DATE 10/2001; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; GENERAL CONSTRUCTION, BIDDING, AND MEETING WITH CUSTOMERS.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-03

Other Names

• Gary Preslar