Winston WayCRD Number: 1077497
Current Firm: Queens Oak Advisors
Winston Way (CRD# 1077497) is an Investment Advisor Representative working at Queens Oak Advisors in Charlotte, NC and has over 6 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Solamere Advisors||Charolotte, NC||Aug 2013 - Current||4|
|Buckhorn Capital Management||Charlotte, NC||Jan 1991 - Aug 2013||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management461MILLIONS
Total Number of Accounts640ACCOUNTS
Average Account Value$720,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, GA, MS, NC, SC, TX