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Tiffany Michelle Winkles

CAPITAL UNITED, LLC·HILLSBORO, Oregon
Series 65Clean record8 years registeredCAPITAL UNITED, LLC
5920 NE RAY CIRCLE, HILLSBORO, OR 97124CRD# 6726280Firm CRD# 285616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tiffany Michelle Winkles · HILLSBORO, OR
Registration
CRD #6726280 · CAPITAL UNITED, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

CAPITAL UNITED, LLC
Nov 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 15, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL UNITED, LLC
CRD 285616 · SEC 801-129928
AUM
$159M
Regulatory assets under management
Employees
0
1 client accounts
Services offered by CAPITAL UNITED, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CAPITAL UNITED, LLC →
Introduction

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05

Frequently Asked Questions

What services does Tiffany Michelle Winkles offer?
Tiffany Michelle Winkles specializes in Retirement Planning. Contact their office in HILLSBORO, Oregon for a consultation.
What are Tiffany Michelle Winkles's credentials?
Tiffany Michelle Winkles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tiffany Michelle Winkles located?
Tiffany Michelle Winkles is based in HILLSBORO, Oregon, working with CAPITAL UNITED, LLC. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.
How does Tiffany Michelle Winkles charge for services?
Tiffany Michelle Winkles's firm is compensated through percentage of aum, other: administration fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL UNITED, LLC?
CAPITAL UNITED, LLC is a registered investment adviser with the SEC, managing $159M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at CAPITAL UNITED, LLC

Brian Scott Fuller
HILLSBORO, OR
Bradford Brennan Stedem
HILLSBORO, OR

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Research
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