Andrew Winters, financial advisor Greenfield IN
90 score

Andrew Winters

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Investment Services Carthage, IN May 2011 - Current 5
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
Contact Info for Andrew S. Winters
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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

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