David Winn, financial advisor Bridgeport MI

David Winn

CRD Number: 6304931
Current Firm: Transamerica Financial Advisors, Inc.
David Winn (CRD# 6304931) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has over 4 years of experience in the finance industry.
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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Bridgeport, MI Feb 2014 - Current 10
World Financial Group, Inc. Bridgeport, MI Jan 2013 - Current 11
Winn Financial Services New Lothrop, MI Jan 2013 - Current 11
Bni Charlotte, NC Feb 2017 - Feb 2021 4
Advise Benefits, Inc. Bon Aqua, TN Jul 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for David A. Winn
Phone Number: 727-299-1800
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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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Data verified by both the advisor and the public regulatory data.

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