Winston Ventura (CRD# 5991644) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winston Ventura Inc. | San Diego, CA | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2023 - Current | < 1 |
| Sageview Advisory Group | Newport Beach, CA | May 2023 - Current | < 1 |
| Resources Investment Advisors | Overland Park, KS | Dec 2018 - Jun 2023 | 4 |
| Triad Advisors | Norcross, GA | Jan 2019 - May 2023 | 4 |
| Independent Financial Partners | San Diego, CA | Jan 2014 - Dec 2018 | 4 |
| Lpl Financial, LLC | San Diego, CA | Nov 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- CA
- CO
- HI
- ID
- KS
- MD
- NV
- NY
- NC
- OR
- PA
- SC
- TX
- WA
- WI
-
Total Assets Under Management202,573MILLIONS
-
Total Number of Accounts34,543ACCOUNTS
-
Average Account Value$5,864,386
- 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
- Pension consulting services
- 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, VT, WA, WI, WV, WY
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