Robert WinstonCRD Number: 3085941
Current Firm: Vision Financial Management, LLC
Robert Winston (CRD# 3085941) is an Investment Advisor Representative working at Vision Financial Management, LLC in Cuyahoga Falls, OH and has over 18 years of experience in the finance industry. Robert Winston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Vision Financial Management||Cuyahoga Falls, OH||Feb 2014 - Current||3|
|Lpl Financial||Cuyahoga Falls, OH||Nov 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
Total Assets Under Management24MILLIONS
Total Number of Accounts272ACCOUNTS
Average Account Value$88,443
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)