Samuel Winward, financial advisor Wellsville UT
93 score

Samuel Winward

CRD Number: 5533238
Current Firm: Eagle Strategies LLC

Samuel Winward (CRD# 5533238) is an Investment Advisor Representative working at Eagle Strategies LLC in Wellsville, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Logan, UT Jan 2012 - Current 4
Winward Financial Insurance & Investments LLC Logan, UT Jan 2012 - Current 4
Nylife Securities LLC Ogden, UT Oct 2008 - Current 8
New York Life Insurance Ogden, UT May 2008 - Current 8
Frontier Adjusters Logan, UT Sep 2002 - May 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Samuel T. Winward
Phone Number: (888) 695-3245
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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