Kelly Shuffler has been an investment adviser representative at Preston Advisory Services since February 2022, and is not listed among the firm’s executive officers or direct owners.
Preston Advisory Services LLC is a Kingman, AZ firm with $198M under management, 2,528 clients and 4 advisers in one office, as of its May 2026 filing.
- Preston InvestmentsCurrent– present · 4 yearsKingman, AZ · Adviser representative · Firm CRD 289926
Investment adviser representative registrations
Kelly Shuffler is registered as an investment adviser representative in Arizona, since February 2022.
- ArizonaSince 25 February 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Dawn Shuffler
- CRD
- 7508129
- Firm
- Preston Advisory Services · CRD 289926
- Office
- 4345 STOCKTON HILL RD, Kingman, AZ 86409
- Registration
- Investment adviser registration
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Shuffler work?
Kelly Shuffler is an investment adviser representative registered through Preston Advisory Services LLC since February 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Shuffler a financial advisor?
Yes. Kelly Shuffler has a current investment-adviser registration in Arizona, through Preston Advisory Services since February 2022.
How many years of experience does Kelly Shuffler have?
Kelly Shuffler has 4 years in the financial industry, since February 2022, across 1 adviser firm.
What exams has Kelly Shuffler passed?
Kelly Shuffler passed the Series 65 in February 2022.
Where is Kelly Shuffler based?
Kelly Shuffler’s registered office is in Kingman, AZ.
Is Kelly Shuffler registered with FINRA?
No. Kelly Shuffler has no current broker registration.
How can I verify Kelly Shuffler’s record?
Search CRD 7508129 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Shuffler’s full registration record.