Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Winebrenner is a financial advisor with LPL Financial LLC in Lebanon, KY. David has been in the financial services industry since December 1999. David is registered with the state of Kentucky and Texas as a registered investment advisor. In addition to his current role with LPL Financial LLC, David has previous experience working with CETERA ADVISOR NETWORKS LLC, WALNUT STREET SECURITIES, INC., and WINEBRENNER CAPITAL PARTNERS, LLC.
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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KY
08/06/2018 - Present
LPL Financial LLC (LEBANON KY)
KY
09/03/2013 - 08/20/2018
CETERA ADVISOR NETWORKS LLC (LEBANON KY)
KY
08/03/2006 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LEBANON KY)
KY
12/21/1999 - 08/03/2006
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
IA
Issued 09/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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