David Winfrey (CRD# 5807492) is an Investment Advisor Representative working at Cl Wealth Management LLC in Bend, OR and has over 13 years of experience in the finance industry.
CRD# 2405340
Ascent Capital
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Axia Wealth Management Inc.
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Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aflac | Clakamas, OR | Aug 2023 - Current | < 1 |
| Cl Wealth Management LLC | New York, NY | May 2021 - Current | 2 |
| Cabot Lodge Securities, LLC | New York, NY | Sep 2019 - Current | 4 |
| Sb Advisory, LLC | Atlanta, GA | Feb 2019 - May 2021 | 2 |
| Ifs Securities Inc. | Atlanta, GA | Feb 2019 - Sep 2019 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2018 - Dec 2018 | < 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2018 - Dec 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Bend, OR | Oct 2012 - Dec 2018 | 6 |
| Bank Of America, N.a. | Bend, OR | Jul 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- OR
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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