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Winston C Ventura

Sageview Advisory Group, LLC

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About Winston C Ventura

Winston Ventura is a financial professional with over 10 years of experience in the industry. Ventura is currently an Investment Advisor Representative at Sageview Advisory Group, LLC. Prior to joining Sageview Advisory Group, LLC, Winston was a registered representative at Triad Advisors LLC and LPL Financial LLC. Ventura is licensed to offer investment advisory services in 23 states, and provides financial planning, asset management, and 401(k) participant education services.

Firm Information

Winston Ventura is currently registered with Sageview Advisory Group, LLC. Sageview Advisory Group, LLC is a financial advisory firm headquartered in Newport Beach, CA. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, state and municipal government entities, and pension and profit-sharing plans. They manage over $202 billion in assets for over 34,000 clients.
Sageview Advisory Group, LLC

4000 MACARTHUR BLVD.

NEWPORT BEACH, CA 92660

$202.57B

Assets Under Management

5

Total Clients

117

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Winston Ventura’s Registration & Firm History

CA

05/16/2023 - Present

Sageview Advisory Group, LLC (NEWPORT BEACH CA)

CA

01/02/2019 - 05/05/2023

TRIAD ADVISORS LLC (San Diego CA)

CA

04/25/2013 - 12/31/2018

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Winston C Ventura.
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