Brian Winstead, financial advisor Greensboro NC

Brian Winstead

CRD Number: 2988048
Current Firm: Davenport & Company LLC

Brian Winstead (CRD# 2988048) is an Investment Advisor Representative working at Davenport & Company LLC in Greensboro, NC and has over 26 years of experience in the finance industry. Brian Winstead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Davenport & Company LLC Greensboro, NC Feb 2009 - Current 15
Merrill Lynch Greensboro, NC May 1997 - Current 26
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro, NC May 1997 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Mar 1998
Contact Info for Brian E. Winstead
Phone Number: 804-780-2000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    16,588
    MILLIONS
  • Total Number of Accounts
    20,311
    ACCOUNTS
  • Average Account Value
    $816,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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