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Preston Charles Eder

Hfg Advisors, Inc.

Kennewick, WA

CRD 7623607

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Employer firm

Hfg Advisors, Inc. CRD 316446

$113M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Hfg Advisors, Inc.

8131 W. Grandridge Blvd Suite 1, Kennewick, WA 99336 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-08-31
  • WA RA
    APPROVED
    Since 2022-08-31

Branch Locations

8131 W. Grandridge Blvd Suite 1, Kennewick, WA 99336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hfg Advisors, Inc. Kennewick WA 08/2022 Present
Hfg Trust Kennewick WA 03/2021 Present
Gesa Credit Union Richland WA 10/2019 03/2021
Northwest Baseball Ventures, Llc Paco WA 06/2014 09/2019
Grand Canyon University Phoenix AZ 08/2016 12/2018
  • 08/2022 → Present
    Kennewick, WA
  • 03/2021 → Present
    Hfg Trust
    Kennewick, WA
  • 10/2019 → 03/2021
    Gesa Credit Union
    Richland, WA
  • 06/2014 → 09/2019
    Northwest Baseball Ventures, Llc
    Paco, WA
  • 08/2016 → 12/2018
    Grand Canyon University
    Phoenix, AZ
Other Businesses

NAME OF OTHER BUSINESS: HFG Trust LLC, INVESTMENT RELATED: Yes, ADDRESS: 8131 W Grandridge Blvs, Kennewick WA 99336, NATURE OF BUSINESS: Trust company POSITION/TITLE/RELATIONSHIP: Trade & Operations Analyst, START DATE: 3/2021, APPROX NUMBER OF HOURS PER MONTH: 100, BRIEF DESCRIPTION OF DUTIES: Trade & Operations Analyst. APPROX NUMBER OF HOURS DEVOTED TO DURING TRADING HOURS:100

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-15
  • S65 Uniform Investment Adviser Law Examination
    2022-08-15

View on SEC IAPD

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