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Preston Henry
from Sugarloaf Wealth Management, LLC
Preston Henry is a financial advisor based in Georgia, Duluth,
with 17 years of experience. Preston currently works for
Sugarloaf Wealth Management, LLC.
Preston maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Preston Henry works at Sugarloaf Wealth Management, LLC
Sugarloaf Wealth Management, LLC is a financial advisory firm based in Duluth, Georgia. It currently has approximately $503,540,902 of assets under management and employs about 14 people. Sugarloaf Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
2055 Sugarloaf Circle, Suite 200, Duluth, Georgia, 30097
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