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# 4110124
Stifel, Nicolaus & Company, Incorporated
CRD# 5598677
Mai Capital Management, LLC
CRD# 2087674
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Natural Investments | Louisville, KY | Mar 2012 - Current | 12 |
| Fleur-de-bee Beekeeping | Louisville, KY | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
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Total Assets Under Management1,803MILLIONS
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Total Number of Accounts4,764ACCOUNTS
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Average Account Value$378,532
- 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
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