David WinnCRD Number: 6304931
Current Firm: Transamerica Financial Advisors, Inc.
David Winn (CRD# 6304931) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has over 4 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Transamerica Financial Advisors, Inc.||Maumee, OH||Feb 2014 - Current||4|
|Winn Financial Services||New Lothrop, MI||Feb 2013 - Current||5|
|World Financial Group, Inc.||Maumee, OH||Jan 2013 - Current||5|
|Advise Benefits, Inc.||Bon Aqua, TN||Jul 2014 - Dec 2014||< 1|
|Bridgeport Manufacturing Inc.||Bridgeport, MI||Dec 2006 - Mar 2013||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
|S63||Uniform Securities State Law Examination||Mar 2014|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV