Randy Winton

Randy Winton Email and Phone Number

A fee-based Registered Investment Advisor @
Randy Winton's Location
Swarthmore, Pennsylvania, United States, United States
Randy Winton's Contact Details

Randy Winton personal email

About Randy Winton

Randy Winton is a A fee-based Registered Investment Advisor at Lynch, Winton & Associates, LLC. He possess expertise in mergers, investment management, investment advisory, securities, investments and 17 more skills.

Randy Winton's Current Company Details
Lynch, Winton & Associates, LLC

Lynch, Winton & Associates, Llc

A fee-based Registered Investment Advisor
Randy Winton Work Experience Details
  • Lynch, Winton & Associates, Llc
    Owner
    Lynch, Winton & Associates, Llc 1999 - Present
    Swarthmore, Pa 19081
    Lynch, Winton is a Registered Investment Advisory firm that has provided fee-only financial planning and investment management services since 1999. The firm is registered with the Pennsylvania Department of Banking and Securities and is governed by the Investment Advisers Act of 1940. Our primary activity is to advise our clients as to how they should allocate their investment assets into stocks, bonds and mutual funds in both retirement and non-retirement investment accounts. The firm's goal is to help clients create and preserve wealth. We offer our services in a manner that eliminates conflicts of interest between the firm and its clients. Specifically, our only product is independent investment advice for which we receive a fee. We do not sell stocks, bonds, mutual funds, insurance or any other financial products to our clients. We do not receive any type of compensation (e.g., commissions or sales charges) due to the purchase or sale of securities (e.g., stocks, bond or mutual funds) by our clients.Lynch, Winton only provides investment advice. It does not provide legal or tax advice, and it does not sell insurance products. If you would like to learn more about our firm, please contact us. An initial conference is provided on a complimentary basis. Our fee schedule is available upon request. Tel. No.: 610-420-3716Email: rbwinton@aol.com241 Haverford AvenueSwarthmore, PA 19081-1722

Randy Winton Skills

Mergers Investment Management Investment Advisory Securities Investments Estate Planning Financial Planners Mutual Funds Nonprofits Public Speaking Strategic Planning Strategic Financial Planning Marketing Strategy Portfolio Management Bonds Financial Services Alternative Investments Insurance Financial Planning Finance Mergers And Acquisitions Trusts

Randy Winton Education Details

Frequently Asked Questions about Randy Winton

What company does Randy Winton work for?

Randy Winton works for Lynch, Winton & Associates, Llc

What is Randy Winton's role at the current company?

Randy Winton's current role is A fee-based Registered Investment Advisor.

What is Randy Winton's email address?

Randy Winton's email address is rb****@****aol.com

What schools did Randy Winton attend?

Randy Winton attended The Wharton School, Trinity College-Hartford.

What skills is Randy Winton known for?

Randy Winton has skills like Mergers, Investment Management, Investment Advisory, Securities, Investments, Estate Planning, Financial Planners, Mutual Funds, Nonprofits, Public Speaking, Strategic Planning, Strategic Financial Planning.

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