Tiffany Winkles, financial advisor Hillsboro OR

Tiffany Winkles

CRD Number: 6726280
Current Firm: Capital United, LLC

Tiffany Winkles (CRD# 6726280) is an Investment Advisor Representative working at Capital United, LLC in Hillsboro, OR and has over 6 years of experience in the finance industry.

Similar Advisors
Jason Tafoya, financial advisor Hillsboro OR
Jason L. Tafoya
CRD# 5807693
The H Group Washington, Inc.
Similar Advisors
Patrick Culligan, financial advisor Hillsboro OR
Patrick J. Culligan
CRD# 1053785
Securities America Advisors, Inc.
Similar Advisors
Stephen Aaron, financial advisor Hillsboro OR
Stephen M. Aaron
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Eb-5 United LLC Vancouver, WA Oct 2013 - Current 10
Capital United, LLC Hillsboro, OR Oct 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Tiffany M. Winkles
Phone Number: (424) 279-8308
Registered State(s):
By the Numbers
  • Total Assets Under Management
    159
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $159,300,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

FL, OR

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.