Patricia WinsettCRD Number: 3104879
Current Firm: H.d. Vest Advisory Services, Inc.
Patricia Winsett (CRD# 3104879) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Decatur, AL and has over 19 years of experience in the finance industry.
Raymond James & Associates, Inc.
Brol Capital Management, LLC
H.d. Vest Advisory Services, Inc.
|H.d.vest Advisory Services||Decatur, AL||Jan 2011 - Current||7|
|H.d. Vest Investment Services||Decatur, AL||Mar 2008 - Current||10|
|Winsett Financial Group, Inc.||Decatur, AL||Jan 2004 - Current||14|
|Express Tax||Decatur, AL||Oct 1991 - Current||26|
|Nationwide/gilbert F. Terry||Decatur, AL||Dec 2001 - Mar 2008||6|
|Nationwide Securities, Inc.||Dublin, OH||Dec 2001 - Mar 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY