Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY. She has over 3 years of experience in the finance industry.
CRD# 5895687
Sherwood Investment Management
Score
103
CRD# 4731645
Jacobson & Breen Wealth Management, LLC
Score
101
CRD# 2692363
Albright Investment Management LLC
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Natural Investments | Louisville, KY | Mar 2012 - Current | 6 |
| Fleur-de-bee Beekeeping | Louisville, KY | Jan 2012 - Current | 6 |
| Cbv Consulting | Louisville, KY | Jan 2011 - Sep 2012 | 1 |
| Unemployed | Louisville, KY | Sep 2010 - Dec 2010 | < 1 |
| The Housing Partnership | Louisville, KY | Apr 2008 - Aug 2010 | 2 |
| Americana Community Center | Louisville, KY | May 2001 - Mar 2008 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- KY
-
Total Assets Under Management337MILLIONS
-
Total Number of Accounts2,505ACCOUNTS
-
Average Account Value$134,379
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, IL, KY, LA, MA, MD, MN, NC, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA
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