Carol WinburnCRD Number: 3086525
Current Firm: Money Concepts Advisory Service
Carol Winburn (CRD# 3086525) is an Investment Advisor Representative working at Money Concepts Advisory Service in Saint Peters, MO and has over 19 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Nov 2006 - Current||11|
|Principal Life Insurance||Butler, MO||May 2006 - Current||11|
|Aflac||Butler, MO||Mar 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2007|
Total Assets Under Management1,419MILLIONS
Total Number of Accounts11,428ACCOUNTS
Average Account Value$124,183
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY