Amy Winchester (CRD# 3190129) is an Investment Advisor Representative working at Winchester Capital Services, LLC in Kenner, LA and has over 8 years of experience in the finance industry. Amy Winchester 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.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winchester Capital Services, LLC | Kenner, LA | Mar 2021 - Current | 3 |
| Winchester Capital Services, LLC | Kenner, LA | Oct 2012 - Current | 11 |
| Winchester Capital Services, LLC | Kenner, LA | Dec 2009 - Current | 14 |
| Gulf Coast Bank & Trust Company | New Orleans, LA | Sep 2012 - Nov 2020 | 8 |
| Lpl Financial LLC | Metairie, LA | Jul 2014 - Dec 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management15MILLIONS
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Total Number of Accounts83ACCOUNTS
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Average Account Value$179,808
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX
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