Robert Winston, financial advisor Cuyahoga Falls OH
96 score

Robert Winston

CRD 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.

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Professional Designations
Company Name Location Dates Years
Vision Financial Management Cuyahoga Falls, OH Feb 2014 - Current 2
Lpl Financial Cuyahoga Falls, OH Nov 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Robert S. Winston
Phone Number: 330-929-9900
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $88,443
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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