Christopher WintersCRD Number: 3137928
Current Firm: Tfo-tdc, LLC
Christopher Winters (CRD# 3137928) is an Investment Advisor Representative working at Tfo-tdc, LLC in Maumee, OH and has over 12 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|One To One, LLC||Maumee, OH||Oct 2017 - Current||< 1|
|Tfo-tdc, LLC||Maumee, OH||Jan 2010 - Current||8|
|Linsco/private Ledger||Maumee, OH||May 2007 - Mar 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2005|
Total Assets Under Management1,648MILLIONS
Total Number of Accounts3,752ACCOUNTS
Average Account Value$439,266
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, MD, MI, MN, MO, NC, NH, NY, OH, PA, TX, VA