Timothy Winter, financial advisor Escondido CA

Timothy Winter

CRD Number: 4877537
Current Firm: Steward Family Office, Inc.

Timothy Winter (CRD# 4877537) is an Investment Advisor Representative working at Steward Family Office, Inc. in Escondido, CA and has over 19 years of experience in the finance industry. Timothy Winter 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
Steward Family Office, Inc. Escondido, CA Dec 2014 - Current 9
Merrill Lynch Pierce Fenner & Smith Inc. Houston, TX Nov 2006 - Dec 2014 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Timothy L. Winter
Phone Number: 858-263-1647
Firm Website: http://www.stewardfo.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

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