Windsor Securities, LLC
Windsor Securities, LLC (CRD# 164777) is a financial advisory firm headquartered in Scotts Valley, CA. They manage $726,977 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$60,581
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Marica O'donnell (CRD# 4655832) is an Investment Advisor Representative working at Windsor Securities, LLC in Scotts Valley, CA and has over 14 years of experience in the finance industry.