Frederick Winston, financial advisor Montrose CO

Frederick Winston

CRD Number: 1278756
Current Firm: Winvest Investments LP

Frederick Winston (CRD# 1278756) is an Investment Advisor Representative working at Winvest Investments LP in Montrose, CO and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Winvest Investments, LP Houston, TX May 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Frederick H. Winston
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $2,285,230
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, TX

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