Vincent WinansCRD Number: 6125553
Current Firm: Financial Vision Advisory Services, LLC
Vincent Winans (CRD# 6125553) is an Investment Advisor Representative working at Financial Vision Advisory Services, LLC in East Hartford, CT and has over 5 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Securities Service Network, Inc.||East Hartford, CT||May 2015 - Current||3|
|Financial Vision Advisory Services, LLC||East Hartford, CT||May 2015 - Current||3|
|Independent Financial Group LLC||Hartford, CT||Mar 2014 - May 2015||1|
|Lpl Financial||Hartford, CT||Dec 2012 - Mar 2014||1|
|Zales||Clinton, CT||Jun 2006 - Dec 2012||6|
|National Legacy Group||Wilton, CT||Aug 2012 - Oct 2012||< 1|
|Unemployed||N/a, CT||May 2012 - Aug 2012||< 1|
|University Of Connecticut||Storrs, CT||Aug 2008 - May 2012||3|
|Skechers||Clinton, CT||May 2011 - Aug 2011||< 1|
|Friendlies||Clinton, CT||Feb 2011 - Aug 2011||< 1|
|Morgan High School||Clinton, CT||Sep 2004 - Jun 2008||3|
|Cold Stone Creamery||Clinton, CT||Jun 2006 - Jan 2008||1|
|Brooks Brothers||Clinton, CT||Mar 2007 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management41MILLIONS
Total Number of Accounts246ACCOUNTS
Average Account Value$164,784
- 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
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