Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Winston is a financial advisor with LPL Financial LLC, a firm that has over $50 billion in assets under management and a client count of over 168,915. David Winston has been in the industry since 1993 and is licensed to provide financial advice in a number of states, including Florida, Texas, Arkansas, California, and New York. David Winston has a number of designations and specializes in a variety of investment strategies, including financial planning, pension consulting, and portfolio management for individuals and businesses. David Winston also owns Winston Wealth Advisors, Inc., a DBA for LPL Financial LLC, and has other business interests outside the financial industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/01/2020 - Present
LPL Financial LLC (LUBBOCK TX)
TX
02/05/2007 - 05/01/2020
SECURITIES AMERICA, INC. (LUBBOCK TX)
TX
07/06/1993 - 02/05/2007
AMERICAN GENERAL SECURITIES INCORPORATED (LUBBOCK TX)
TX
11/28/2006 - 12/01/2006
SECURITIES AMERICA, INC. (LUBBOCK TX)
TX
01/29/1993 - 07/06/1993
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
IA
Issued 01/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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