Dawn Winship (CRD# 5481184) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fullerton, CA and has over 16 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Guardian Life Insurance | Fullerton, CA | Jun 2022 - Current | 1 |
Park Ave Securities | Fullerton, CA | Jun 2022 - Current | 1 |
Guardian Life Insurance | Yorba Linda, CA | Jul 2020 - Current | 3 |
Park Avenue Securities | Yorba Linda, CA | Jul 2020 - Current | 3 |
Guardian Life Insurance | Irvine, CA | Sep 2020 - Jun 2022 | 1 |
Park Avenue Securities | Irvine, CA | Sep 2020 - Jun 2022 | 1 |
Guardian | Newport Beach, CA | Nov 2014 - Aug 2020 | 5 |
Park Ave Securities | Newport Beach, CA | Nov 2014 - Aug 2020 | 5 |
Guardian Life Insurance | Fullertown, CA | Dec 2015 - Jun 2020 | 4 |
Park Avenue Securities LLC | Fullerton, 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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- AZ
- CA
- HI
- ID
- IN
- MS
- TX
- VA
- WA
-
Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
-
Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.