Vincent Winans, financial advisor East Hartford CT
90 score

Vincent Winans

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Securities Service Network, Inc. East Hartford, CT May 2015 - Current 1
Financial Vision Advisory Services, LLC East Hartford, CT May 2015 - Current 1
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
Contact Info for Vincent S. Winans
Phone Number: 860-761-0360
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $156,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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