Kaili Winters (CRD# 6528334) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 5 years of experience in the finance industry.
CRD# 5872877
Orchard Financial
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Gravity Family Office Services, LLC | Lakeway, TX | Apr 2024 - Current | < 1 |
| Oakwood Capital Securities, Inc. | Minneapolis, MN | Jan 2024 - Apr 2024 | < 1 |
| 49 Wealth Management | Austin, TX | Jan 2023 - Apr 2024 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2023 - Jan 2024 | < 1 |
| Kingswood Capital Partners, LLC | San Diego, CA | Nov 2021 - Dec 2022 | 1 |
| Financial Gravity Family Office Services, LLC | Austin, TX | Sep 2021 - Dec 2022 | 1 |
| Fg Asset Management, Inc. | Allen, TX | Apr 2020 - Dec 2022 | 2 |
| Forta Financial Group, Inc. | Greenwood Village, CO | Apr 2020 - Oct 2021 | 1 |
| Kestra Financial, Inc. | Austin, TX | Aug 2019 - Apr 2020 | < 1 |
| Presidential Brokerage, Inc. | Greenwood Village, CO | Dec 2017 - Aug 2019 | 1 |
| Eqis Capital Management, Inc. | San Rafael, CA | Jun 2012 - Nov 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- TX
-
Total Assets Under Management365MILLIONS
-
Total Number of Accounts2,654ACCOUNTS
-
Average Account Value$137,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DE, FL, GA, IN, KS, LA, MD, MI, MN, MO, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
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