Unclaimed Profile

Richard Kyle Winning

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC·WESTERVILLE, Ohio

Clean recordWHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

5150 E. DUBLIN-GRANVILLE ROAD, WESTERVILLE, OH 43081CRD# 6317629Firm CRD# 157766

Profile Verification

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

Identity

Richard Kyle Winning · WESTERVILLE, OH

Registration

CRD #6317629 · WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard Kyle Winning is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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Firm Overview

Firm

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6317629

Firm CRD# 157766

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Frequently Asked Questions

What services does Richard Kyle Winning offer?

Richard Kyle Winning is a registered financial advisor in WESTERVILLE, Ohio. Contact their office for details on services offered.

What are Richard Kyle Winning's credentials?

Richard Kyle Winning is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Kyle Winning located?

Richard Kyle Winning is based in WESTERVILLE, Ohio, working with WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Richard Kyle Winning charge for services?

Richard Kyle Winning's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC?

WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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