Reid Winder (CRD# 3000701) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Palmetto, FL and has over 26 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Total Wealth Planning And Management, Inc. | Palmetto, FL | Nov 2021 - Current | 2 |
| Longboat Key Financial Group, LLC | Longboat Key, FL | Jan 2006 - Nov 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 1998 |
- FL
- TX
-
Total Assets Under Management178MILLIONS
-
Total Number of Accounts1,207ACCOUNTS
-
Average Account Value$147,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NH, NJ, NY, OK, PA, TX
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