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Lori P
Series 65, Series 63
Virginia Beach, VA
Equitable Advisors
Lori Preston is a financial advisor with Equitable Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Equitable Advisors since 2014, formerly operating under AXA Advisors LLC. Outside her advisory role, she is a member of the church council at St. Michael Lutheran Church and serves as an executor of an estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models implemented through third-party programs and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
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