Carrie Vanwinkle, financial advisor Windsor CA
95 score

Carrie Vanwinkle

CRD 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.

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Company Name Location Dates Years
Natural Investments Louisville, KY Mar 2012 - Current 4
Fleur-de-bee Beekeeping Louisville, KY Jan 2012 - Current 4
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
Contact Info for Carrie B. Vanwinkle
Phone Number: (502) 475-3805
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    2,162
    ACCOUNTS
  • Average Account Value
    $126,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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