Kimberly Wines (CRD# 1093884) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 26 years of experience in the finance industry.
CRD# 5431528
Equitable Advisors, LLC
CRD# 2211
Akre Capital Management, LLC
CRD# 6708043
The Hoerner Planning Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Buttonwood Wealth | Winchester, VA | May 2020 - Current | 3 |
Lpl Financial, LLC | Winchester, VA | Feb 2020 - Current | 4 |
Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2017 - Feb 2020 | 2 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2017 - Feb 2020 | 2 |
Invest Financial Corp. | Winchester, VA | Nov 2014 - Nov 2017 | 3 |
Winchester Wealth Management | Winchester, VA | Nov 2014 - Nov 2017 | 3 |
Unemployed | Front Royal, VA | Jul 2014 - Nov 2014 | < 1 |
Wells Fargo Advisors LLC | Winchester, VA | Feb 2011 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1997 |
S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- VA
-
Total Assets Under Management266MILLIONS
-
Total Number of Accounts810ACCOUNTS
-
Average Account Value$328,536
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NC, TX, VA, WV
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