Precept Advisory Group Employee Directory

Precept Advisory Group corporate office is located in 130 Theory Ste 200, Irvine, California, 92617, United States and has 11-50 employees.

precept advisory group

precept advisory group llc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Key Employees of Precept Advisory Group

LB
Linda Bright
Senior Vice President and Managing Director
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Precept Advisory Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Precept Advisory Group

Hundreds of professionals searching for Precept Advisory Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LB
Linda Bright
Email Direct
Senior Vice President and Managing Director
United States , California , Irvine

MF
Matija Fistrovic
Email Direct
Director, Investments
United States , California , Irvine

MM
Marisa Meshot
Email Direct
Project Manager
United States , California , Irvine

CC
Corey Coleman
Email Direct
Retirement Plan Consultant
United States , California , Irvine

Former Employees at Precept Advisory Group

Explore people who held key positions, contributed to Precept Advisory Group's success, and advanced their careers.

TC
Trey Cordle
Director, Compliance at Crump
Worked as Chief Compliance Officer
at Precept Advisory Group (2023-2024)
Email Direct
BW
Bernson Wong
Vice President, Invest... at Marsh & McLennan Agenc...
Worked as Director, Investment Research & Retirement Con...
at Precept Advisory Group (2008-2023)
Email Direct
MV
Manuel Villagomez
Director, Relationship at OneAmerica Financial P...
Worked as Retirement Plan Consultant
at Precept Advisory Group (2016-2020)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in California, United States

Stone Canyon Industries

5K - 10K Employees

Capital Group

5K - 10K Employees

Silicon Valley Bank

5K - 10K Employees

Ares

1K - 5K Employees

Banc of California

1K - 5K Employees

PayJoy

501-1,000 Employees

Frequently Asked Questions Regarding Precept Advisory Group Employees

How many employees does Precept Advisory Group have?

Precept Advisory Group has 11-50 employees

Who are Precept Advisory Group key employees?

Some of Precept Advisory Group key employees are Linda Bright

Where is Precept Advisory Group located?

Precept Advisory Group’s headquarters are located at 130 Theory Ste 200, Irvine, California, 92617, United States

How do I contact Precept Advisory Group?

Precept Advisory Group Contact Info: Website: www.preceptadvisory.com

What does Precept Advisory Group do?

Precept Advisory Group provides independent investment advisory services, compliance oversight, and retirement plan designs tailored to employers' total rewards strategies. As a registered Investment Advisor, they offer ERISA 3(21) Investment Advisory services, including fiduciary risk management, plan design consulting, and retirement plan customi... Read More

Is Precept Advisory Group a public company?

Precept Advisory Group is private company therefore does not currently have an official ticker symbol

See more information about Precept Advisory Group Employees