Financial ADVSR advisor directory · SEC adviser records
Paul Winkler, Inc. financial advisors in Tennessee
Every SEC-registered investment adviser representative at a Paul Winkler, Inc. office in Tennessee, by city and A to Z.
The short answer
9 registered advisors work at Paul Winkler, Inc. in Tennessee, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Goodlettsville (5). 5 list the CFP designation and 0 are also registered broker representatives.
Paul Winkler, Inc. advisors by city in Tennessee
Every firm in Tennessee →Paul Winkler, Inc. advisors in Tennessee, A to Z
Search by name →- Lawrence E. BarnardFranklin · Certified Financial Planner
- Mariafearlene BrownMt. Juliet · Chartered Financial Consultant
- Roleen De OnoCookeville · Chartered Financial Consultant
- James D. DicksonFranklin · Certified Financial Planner
- Curtis C. HensonGoodlettsville · Certified Financial Planner
- Brian C. KoonceGoodlettsville · Certified Financial Planner
- Michael J. SharpnackGoodlettsville
- Paul P. WinklerGoodlettsville · Chartered Financial Consultant
- James P. WoodGoodlettsville · Certified Financial Planner
Paul Winkler, Inc. advisors in every state →Paul Winkler, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Paul Winkler, Inc. financial advisors are in Tennessee?
9 investment adviser representatives are registered at Paul Winkler, Inc. offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Tennessee does Paul Winkler, Inc. have the most advisors?
Goodlettsville, with 5, then Franklin (2). Paul Winkler, Inc. has advisors in 4 cities in Tennessee.
How do I check a Paul Winkler, Inc. advisor in Tennessee?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Paul Winkler, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.