Andrew WintersCRD Number: 5919279
Current Firm: H.d. Vest Advisory Services, Inc.
Andrew Winters (CRD# 5919279) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Greenfield, IN and has over 6 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Avalon Wealth Advisory, Inc.
|Hd Vest Investment Services||Carthage, IN||May 2011 - Current||6|
|Robert C Winters Pc||Carthage, IN||Jan 2005 - Jan 2014||9|
|Indiana University||Bloomington, IN||Aug 2005 - May 2010||4|
|Smurfit Stone Container Corp||Alton, IL||May 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- 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)
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