Murrell
Winter
Second Half Financial Partners, LLC
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About this Advisor
Murrell Winter is a financial advisor operating in Sebring, Florida with 5 years of relevant experience. Winter is an advisor for Second Half Financial Partners, LLC. The advisor has gained experience at Swaine & Leidel Wealth Services, LLC, Murrell L. Winter, Inc, University Of Tampa, Christian Penner Mortgage, Palm Beach Atlantic University, Medallion Homes Inc, Ninfa Citrus And Cattle and Ave Maria University. Winter holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Florida. Second Half Financial Partners, LLC is a financial advisory firm based out of Sebring, FL. It handles $243 million in assets under management between its 1,321 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises five charities and foundations. Of its 1,321 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial advisory fees depend on which service is provided. Fee types billed by Second Half Financial Partners, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Second Half Financial Partners, LLC Brokerage Details
$242,699,478
9
1,321
$183,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Murrell Winter Work History
Murrell has been registered as a financial advisor for 5 years.*
Swaine & Leidel Wealth Services, LLC
Murrell L. Winter, Inc
University Of Tampa
Christian Penner Mortgage
Medallion Homes Inc
Palm Beach Atlantic University
Ave Maria University
Ninfa Citrus And Cattle
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Murrell Winter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Second Half Financial Partners, LLC
Sebring, FL
Sebring, FL
Sebring, FL
Sebring, FL
Sebring, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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