Preston Ivey
Financial Advisor
CUSO Financial Services, L.P.
at 1st Advantage Federal Credit Union
Email: pivey@1stadvantage.org
Phone: (757) 886-3344 or (757) 814-5751
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Locations: Virginia Beach, Grafton*, Mercury*, Coliseum*, Naval Weapons Station*, Hidenwood*, Denbigh*, Kiln Creek
*Investment Services by appointment only.
Check the background of this investment professional on FINRA BrokerCheck
Meet Preston Ivey, CFS Financial Advisor at 1st Advantage, registered through CUSO Financial Services, L.P. (CFS*), our broker-dealer. Preston is the CFS Program Manager of the 1st Advantage Investment Program.
Preston believes preparing for and managing your financial future requires considerable attention, thought, and detailed planning. As an experienced Advisor, he is committed to developing a relationship with you in order to prepare you and your family for what may lie ahead. He will focus on your most immediate need, while keeping an eye on the less than obvious challenges and opportunities.
Preston met his wife while they attended Radford University. Together they have a daughter who is the center of their lives. He enjoys spending his time away from the office with his family. He also enjoys and takes great pride in being a board member of the Victory YMCA, and an active member of church.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy.