Winning Points Advisors, LLC

Winning Points Advisors, LLC (CRD# 118077) is a financial advisory firm headquartered in Boca Raton, FL. They manage $144,000,000 in 466 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $309,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
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.

FL

Financial Advisors at Winning Points Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John T. Brandt
CRD#: 28925
129 Nw 13th St, Suite D-26, Boca Raton, FL 33432
93
Wealthminder
score

John Brandt (CRD# 28925) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Boca Raton, FL and has over 34 years of experience in the finance industry.

2
Robert E. Gearing
CRD#: 873841
129 Nw 13th Street, #d-26, Boca Raton, FL 33432
93
Wealthminder
score

Robert Gearing (CRD# 873841) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Boca Raton, FL and has over 36 years of experience in the finance industry.

3
Douglas D. Alden
CRD#: 1029891
217 Violet Lane, Old Fort, NC 28762
81
Wealthminder
score

Douglas Alden (CRD# 1029891) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Old Fort, NC and has over 25 years of experience in the finance industry.

4
Charles S. Stoll
CRD#: 704129
129 Nw 13th Street, Suite D-26, Boca Raton, FL 33432
73
Wealthminder
score

Charles Stoll (CRD# 704129) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Boca Raton, FL and has over 37 years of experience in the finance industry.

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