Unclaimed Profile

Timothy Lee Winter

STEWARD FAMILY OFFICE, INC.·ESCONDIDO, California

Clean recordSTEWARD FAMILY OFFICE, INC.

500 LA TERRAZA BLVD., ESCONDIDO, CA 92025CRD# 4877537Firm CRD# 173846

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Lee Winter · ESCONDIDO, CA

Registration

CRD #4877537 · STEWARD FAMILY OFFICE, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEWARD FAMILY OFFICE, INC.

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEWARD FAMILY OFFICE, INC. →

Services

Financial planning

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 4877537

Firm CRD# 173846

View on FINRA BrokerCheck →

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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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