William Vanwinkle, financial advisor Tinton Falls NJ

William Vanwinkle

CRD Number: 1077687
Current Firm: Eagle Strategies LLC

William Vanwinkle (CRD# 1077687) is an Investment Advisor Representative working at Eagle Strategies LLC in Tinton Falls, NJ and has over 39 years of experience in the finance industry. William Vanwinkle 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.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Tinton Falls, NJ May 2012 - Current 11
Van Winkle Associates Tinton Falls, NJ Jan 2008 - Current 16
Nylife Securities Inc. Lawrenceville, NJ Aug 1982 - Current 41
New York Life Insurnce Tales, NJ Mar 1979 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for William Vanwinkle
Phone Number: (888) 695-3245
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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