Lonny Winters, financial advisor Atlanta TX
73 score

Lonny Winters

CRD Number: 6011746
Current Firm: Securities America Advisors, Inc.

Lonny Winters (CRD# 6011746) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Atlanta, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Atlanta, TX Nov 2017 - Current < 1
Securities America, Inc. Atlanta, TX Nov 2017 - Current < 1
Invest Financial Corp. Atlanta, TX Jul 2013 - Nov 2017 4
Edward Jones St Louis, MO Jan 2012 - Jun 2013 1
Coastal Switchgear Angleton, TX Mar 2004 - Dec 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Lonny L. Winters
Phone Number: 402-399-9111
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    15,610
    MILLIONS
  • Total Number of Accounts
    105,891
    ACCOUNTS
  • Average Account Value
    $147,418
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
73

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