Advisors at this firm
Frederick P
Series 63, Series 65
Phoenix, AZ
Windsor Capital Management, LLC
Frederick Petrino is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Windsor Capital Management since 2009. Windsor Capital Management provides fee-only investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to create customized portfolios and offers model portfolios featuring fixed income, ETFs, closed-end funds, and proprietary stock selections.
Darren W
Series 63, Series 65
Phoenix, AZ
Windsor Capital Management, LLC
Darren Whitehurst is a financial advisor at Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Windsor Capital Management since 2000. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management, advisory consulting, and sub-advisory services, utilizing a mix of fundamental, technical, and charting analysis along with proprietary model portfolios that include fixed income, ETFs, closed-end funds, and stock models.
Carolin A
Series 63, Series 65
Valley Glen, CA
Windsor Capital Management, LLC
Carolin Alaverdian is a financial advisor at Windsor Capital Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Windsor since 2008. Outside of advisory work, she is also active as a real estate agent with Balboa Real Estate. Windsor Capital Management provides fee-only investment advisory services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm employs customized portfolio strategies incorporating fundamental, technical, and charting analysis, and offers model portfolios including fixed income, ETFs, closed-end funds, and proprietary stock models.
Lewis C
Series 65
Bloomington, MN
Windsor Capital Management, LLC
Lewis Coffey is a financial advisor at Windsor Capital Management, LLC in Bloomington, MN, holding a Series 65 designation with 12 years of industry experience. He has been with Windsor Capital Management since 2011. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolios using fundamental, technical, and charting analysis, along with proprietary model portfolios including fixed income, ETFs, closed-end funds, and stock models, and serves other advisers through sub-advisory and co-advisory arrangements.
Donald P
Series 63, Series 65
Phoenix, AZ
Windsor Capital Management, LLC
Donald Peppler is a financial advisor with Windsor Capital Management, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Windsor Capital Management and Peppler Capital Advisors, Inc. since 2008. Windsor Capital Management provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to implement customized portfolios and offers model portfolios that include fixed income, ETFs, closed-end funds, and proprietary stock models, along with sub-advisory and co-advisory services for other registered investment advisers.