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Timothy Lee Winter

STEWARD FAMILY OFFICE, INC.·ESCONDIDO, California
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500 LA TERRAZA BLVD., ESCONDIDO, CA 92025CRD# 4877537Firm CRD# 173846
01

About

Timothy Lee Winter is a registered financial advisor based in ESCONDIDO, California, affiliated with STEWARD FAMILY OFFICE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
STEWARD FAMILY OFFICE, INC.
STEWARD FAMILY OFFICE, INC.
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STEWARD FAMILY OFFICE, INC. →
Services
Financial planning
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4877537
Firm CRD# 173846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Lee Winter offer?
Timothy Lee Winter specializes in Financial Planning. Contact their office in ESCONDIDO, California for a consultation.
What are Timothy Lee Winter's credentials?
Timothy Lee Winter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Lee Winter located?
Timothy Lee Winter is based in ESCONDIDO, California, working with STEWARD FAMILY OFFICE, INC.. Their office serves clients in the ESCONDIDO metropolitan area and surrounding communities.
How does Timothy Lee Winter charge for services?
Timothy Lee Winter's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARD FAMILY OFFICE, INC.?
STEWARD FAMILY OFFICE, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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