Win Team

Investment Management, 560 Wald, Irvine, California, 92618, United States, 1-10 Employees

Phone Number: +19*********

Who is WIN-TEAM

WIN-TEAM is a Tax & Financial Service Firm creating a diverse range of financial solutions fitted to individual needs. The driving ambition of WIN-TEAM is to create a Unique Ability firm ...

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Headquarters: 560 Wald, Irvine, California, 92618, United States
Employees: 1-10
Revenue: $5 Million to $10 Million
CEO: Anthony Reguero
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Industry: Investment Management

SIC Code: 6211 | NAICS Code: 522110 | Show More

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WIN-TEAM Org Chart and Mapping

Cfp® David W. Crist

Certified Financial Planner™ Professional

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Melissa Lockett

Controller

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Frequently Asked Questions Regarding WIN-TEAM

Answer: WIN-TEAM's headquarters are located at 560 Wald, Irvine, California, 92618, United States

Answer: WIN-TEAM is a Tax & Financial Service Firm creating a diverse range of financial solutions fitted to individual needs. The driving ambition of WIN-TEAM is to create a Unique Ability firm and design Unique Processes that will give the clients comprehensive results in the tax and asset management arenas. We operate with the understanding that we are to be advocates for our clients financial interests and approach their goals with a realization that "We get everything we want in life by helping others get what they want." The purpose of our organization is to establish meaningful long-term relationships with those that we serve. One of our top priorities is to become the most reliable advisor of our clients and to participate in all major financial decisions. It is paramount that we provide competent and meaningful advice using a TEAM approach in helping to seek to maximize the clients results. In our effort to fulfill our promises, we will have honesty and integrity as a cornerstone of our organization. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products in an effort to help you pursue your goals. David W. Crist, Branch Manager, CA Insurance Lic. #0C15958, Juan C. Mansilla, Registered Representative, CA Insurance Lic. #0E72792, Brent R. Broaddus, Registered Representative, CA Insurance Lic. #0E60370. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through WIN Team Advisory Services, All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.