Dawn Winship, financial advisor Irvine CA

Dawn Winship

CRD Number: 5481184
Current Firm: Park Avenue Securities LLC

Dawn Winship (CRD# 5481184) is an Investment Advisor Representative working at Park Avenue Securities LLC in Irvine, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Irvine, CA Sep 2020 - Current < 1
Park Avenue Securities Irvine, CA Sep 2020 - Current < 1
Guardian Life Insurance Yorba Linda, CA Jul 2020 - Current < 1
Park Avenue Securities Yorba Linda, CA Jul 2020 - Current < 1
Guardian Newport Beach, CA Nov 2014 - Aug 2020 5
Park Ave Securities Newport Beach, CA Nov 2014 - Aug 2020 5
Park Avenue Securities LLC Fullerton, CA Dec 2015 - Jun 2020 4
Guardian Life Insurance Fullertown, CA Dec 2015 - Jun 2020 4
The Prudential Insurance Company Of America Irvine, CA Oct 2011 - Nov 2014 3
Pruco Securities, LLC Irvine, CA Oct 2011 - Nov 2014 3
Chase Investment Services Corp. Fullerton, CA May 2009 - Oct 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Dawn E. Winship
By the Numbers
  • Total Assets Under Management
    5,706
    MILLIONS
  • Total Number of Accounts
    31,460
    ACCOUNTS
  • Average Account Value
    $181,366
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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