Best Investors
Account
Sign in
Best Investors
Account
Sign in
Preisz Financial CRD 144469
$702M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4525 Sw Condor Ave, Portland, OR 97239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-11-21 |
| WA | RA | APPROVED | 2019-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Portland | OR | 01/2019 | Present |
| Preisz Financial | Portland | OR | 01/2019 | Present |
| Aspen Capital | Beaverton | OR | 01/2016 | 07/2017 |
| Preisz Financial | Portland | OR | 09/2017 | 01/2019 |
| Lpl Financial, Llc | Portland | OR | 09/2017 | 01/2019 |
9/2019 - Registered Investment Advisor - Preisz Financial 12/28/2018 - Shareholder- Preisz Financial
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-18 |
Reach out to this advisor