David Winston, financial advisor Lubbock TX

David Winston

CRD Number: 2314853
Current Firm: Lpl Financial LLC

David Winston (CRD# 2314853) is an Investment Advisor Representative working at Lpl Financial LLC in Lubbock, TX and has over 31 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lpl Financial LLC Lubbock, TX May 2020 - Current 3
Winston Wealth Advisors Lubbock, TX Oct 1990 - Current 33
Securities America Advisors, Inc. Lubbock, TX Feb 2009 - May 2020 11
Securities America, Inc. Lubbock, TX Feb 2007 - May 2020 13
Torah Day School Of Dallas Dallas, TX Oct 2002 - Feb 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1993
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for David B. Winston
Phone Number: 704-733-3300
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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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