Winfield
Mayne
Moors & Cabot, Inc
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About this Advisor
Winfield Mayne is a financial advisor based in Alexandria, Virginia, working with Moors & Cabot, Inc. Winfield has previously held positions at First Citizens Investor Services, Inc and Moors & Cabot Inc. Winfield has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Winfield is part of Moors & Cabot, Inc, which operates out of Alexandria, Virginia. The firm has 12 offices and 137 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Moors & Cabot, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Moors & Cabot, Inc Brokerage Details
$2,492,384,191
137
4,119
$605,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Winfield Mayne Work History
Moors & Cabot Inc
First Citizens Investor Services, Inc
Disclosures
Please visit the SEC profile of Winfield Mayne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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