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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Abound Wealth Management, LLC 5 months, 3 weeks Jan 2017 - Present
Preston & Cleveland Wealth Management, LLC 12 years, 6 months Jun 2004 - Dec 2016
Preston Financial, Inc. 15 years, 4 months Feb 2002 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by John Preston

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 20, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Abound Wealth Management, LLC

Last updated on April 18, 2017
    • $125.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 652
      Accounts
    • $193.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements