Anna Winger (CRD# 6190459) is an Investment Advisor Representative working at Sollinda Capital Management LLC in Miami, FL and has 1 year of experience in the finance industry. Anna Winger 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# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sollinda Capital Management, LLC | Miami, FL | Nov 2023 - Current | < 1 |
| Heritage Law | Boone, NC | Dec 2018 - Current | 5 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Mar 2019 - Nov 2023 | 4 |
| Winger Law | Hickory, NC | Sep 2015 - Nov 2018 | 3 |
| Huegerich & Winger, Pllc | Hickory, NC | Jul 2011 - Aug 2015 | 4 |
- NC
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Total Assets Under Management917MILLIONS
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Total Number of Accounts1,159ACCOUNTS
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Average Account Value$791,029
- 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
AL, FL, GA, MA, MD, MI, NC, NE, NH, NJ, OH, TN, VA
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