OD
Theodore Doremus
from Preston Wealth Advisors, Llc.
Theodore Doremus is a financial advisor based in Virginia, Reston,
with 24 years of experience. Theodore currently works for
Preston Wealth Advisors, Llc..
Theodore maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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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Theodore Doremus works at Preston Wealth Advisors, Llc.
Preston Wealth Advisors, Llc. is a financial advisory firm based in Reston, Virginia. It currently has approximately $192,704,945 of assets under management and employs about 7 people. Preston Wealth Advisors, Llc. uses a fee structure of a percentage of assets under your management, performance-based fees and subscription fees from advisory firms for market indicators.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, performance-based fees and subscription fees from advisory firms for market indicators
Office location
1886 Metro Center Drive, Suite 620, Reston, Virginia, 20190
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