linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Lee Joseph Winfield

Vanguard Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lee? Claim Your Profile

About Lee Joseph Winfield

Lee Winfield is a financial advisor with Vanguard Advisers, Inc. Lee Winfield has been in the financial services industry since 2008. Lee Winfield is registered to provide financial advice in 53 states and the District of Columbia, as well as in Texas and Arizona. Lee Winfield is a Certified Financial Planner. Lee Winfield also serves as an agent for an immediate family member. Lee Winfield specializes in retirement planning, college savings, and investment management. Lee Winfield offers financial planning, portfolio management for businesses and individuals, and selection of other advisors. Lee Winfield's current firm, Vanguard Advisers, Inc., is headquartered in Malvern, Pennsylvania.

Firm Information

Lee Winfield is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lee Winfield’s Registration & Firm History

AZ

10/01/2019 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

Not sure if Lee Joseph Winfield is right for you?

Licenses & Designations

BC

Issued 05/19/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/11/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/08/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Joseph Winfield.
Not sure if Lee Joseph Winfield is right for you?