Patricia Winsett is a registered investment advisor, based in Decatur, AL, with 27 years of industry experience.
Location
2418 Old Moulton Rd Sw, Decatur, AL, 35603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patricia is an independent insurance agent for multiple companies, selling various insurance products including life, health, and variable products. She also owns a tax preparation and accounting business, Express Tax, and is president of Winsett Financial Group, Inc., spending about a quarter of her time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Nationwide Securities, INC.Broker
H.D. Vest Investment ServicesBroker
State Registrations12 states
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