Kenneth Winans (CRD# 1749366) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 33 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winans International | Novato, CA | Sep 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1990 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
- NV
- TX
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$513,295
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, LA, NV, NY, TX, WA
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