Ralph VanwinkleCRD Number: 1130695
Current Firm: American Independent Securities Group, LLC
Ralph Vanwinkle (CRD# 1130695) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Lynnwood, WA and has over 34 years of experience in the finance industry.
Brighton Jones LLC
|American Independent Securities Group, LLC||Eagle, ID||Nov 2005 - Current||12|
|Van Winkle Agency||Everett, WA||Jan 1994 - Current||24|
|Transamerica Ins. Inc.||Everett, WA||Jul 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S65||NASAA Investment Advisors Law Examination||Oct 2006|
Total Assets Under Management143MILLIONS
Total Number of Accounts1,160ACCOUNTS
Average Account Value$123,037
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MT, ND, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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