Carrie VanwinkleCRD Number: 6116525
Current Firm: Natural Investments
Compensation Model: Fee Only
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.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Natural Investments||Louisville, KY||Mar 2012 - Current||5|
|Fleur-de-bee Beekeeping||Louisville, KY||Jan 2012 - Current||5|
|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|
Total Assets Under Management274MILLIONS
Total Number of Accounts2,162ACCOUNTS
Average Account Value$126,861
- A percentage of assets under your management
- Hourly charges
- 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, GA, HI, IN, KY, LA, MA, MD, MI, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA
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