Preston Charlton

Preston Charlton Email and Phone Number

Regional Vice President @ Cornerstone Real Estate Investment Services
Washington, DC, US
Preston Charlton's Location
Washington DC-Baltimore Area, United States
Preston Charlton's Contact Details

Preston Charlton work email

Preston Charlton personal email

n/a
About Preston Charlton

Assisting investors by specializing in Delaware Statutory Trusts as replacement properties for Section 1031 exchanges. Also brokering real estate funds (Reg D) and private REITs, including Qualified Opportunity Zone offerings.

Preston Charlton's Current Company Details
Cornerstone Real Estate Investment Services

Cornerstone Real Estate Investment Services

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Regional Vice President
Washington, DC, US
Employees:
2
Preston Charlton Work Experience Details
  • Cornerstone Real Estate Investment Services
    Regional Vice President
    Cornerstone Real Estate Investment Services
    Washington, Dc, Us
    View
  • Cornerstone Real Estate Investment Services, Llc
    Regional Vice President
    Cornerstone Real Estate Investment Services, Llc Nov 2021 - Present
    Gainesville, Virginia, United States
    Specializing in 1031 Exchange services through Delaware Statutory Trust (DST) and Tenant-in-Common (TIC) offerings as like-kind replacement properties for investors seeking an exchange of property. Additionally brokering:- Real Estate Funds (including Qualified Opportunity Zone funds)- Private Equity Funds- Private Debt Funds- Private Real Estate Investment Trusts (REITs)Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. WealthForge Securities, LLC is… Show more Specializing in 1031 Exchange services through Delaware Statutory Trust (DST) and Tenant-in-Common (TIC) offerings as like-kind replacement properties for investors seeking an exchange of property. Additionally brokering:- Real Estate Funds (including Qualified Opportunity Zone funds)- Private Equity Funds- Private Debt Funds- Private Real Estate Investment Trusts (REITs)Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. WealthForge Securities, LLC is not affiliated with Cornerstone Real Estate Investment Services. Show less
  • Wealthforge Securities, Llc
    General Securities Representative
    Wealthforge Securities, Llc Nov 2021 - Present
    Gainesville, Virginia, United States
    Specializing in brokering 1031 exchange transactions for real estate investors who seek to exit the burden of active property management and who desire to exchange into a diversified portfolio of institutional grade investment properties.
    View
  • Allstate
    Regional Financial Services Manager
    Allstate May 2019 - Oct 2021
    Chantilly, Virginia
    View
  • State Farm Agent
    State Farm Agent
    State Farm Agent May 2016 - May 2019
    Gainesville, Virginia, United States
    View
  • State Farm ®
    Field Sales Associate
    State Farm ® Apr 2002 - May 2016
    Northern Virginia, Central Virginia
    Field Sales Consultant to State Farm Agents in Northern and Central Virginia in the areas of Mutual Funds, Life Insurance, Long Term Care Insurance, Financial Planning and Basic Estate Planning.
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Mar 1995 - Apr 2002
    Raleigh-Durham-Chapel Hill Area
    Manage assets for over 400 customers across all asset classes. Managed satellite branch for brokerage firm.
    View
  • Ucb Investor Services
    Investment Representative
    Ucb Investor Services Apr 1993 - Mar 1995
    Raleigh-Durham-Chapel Hill Area
    Served 18 Bank branches as financial services specialist, investing assets on behalf of customers.

Preston Charlton Skills

Long Term Care Life Insurance Insurance Disability Insurance Fixed Annuities Strategic Financial Planning Retirement Planning Health Insurance Long Term Care Insurance Mutual Funds Estate Planning Term Life Insurance Investments 401k Retirement Iras Property And Casualty Insurance Universal Life Series 63 Whole Life Umbrella Insurance Employee Benefits Underwriting

Preston Charlton Education Details

Frequently Asked Questions about Preston Charlton

What company does Preston Charlton work for?

Preston Charlton works for Cornerstone Real Estate Investment Services

What is Preston Charlton's role at the current company?

Preston Charlton's current role is Regional Vice President.

What is Preston Charlton's email address?

Preston Charlton's email address is pr****@****arm.com

What schools did Preston Charlton attend?

Preston Charlton attended University Of North Carolina At Chapel Hill, Finra.

What skills is Preston Charlton known for?

Preston Charlton has skills like Long Term Care, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Strategic Financial Planning, Retirement Planning, Health Insurance, Long Term Care Insurance, Mutual Funds, Estate Planning, Term Life Insurance.

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