Winston & Company, Inc.

Winston & Company, Inc. (CRD# 141514) is a financial advisory firm headquartered in , . They manage $29,126,796 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $280,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Winston & Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Harry L. Winston
CRD#: 1236374
Sea Ranch Lakes, FL
96
Wealthminder
score

Harry Winston (CRD# 1236374) is an Investment Advisor Representative working at Winston & Company, Inc. in Sea Ranch Lakes, FL and has over 24 years of experience in the finance industry. Harry Winston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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