David WinklerCRD Number: 5506913
Current Firm: Lpl Financial LLC
David Winkler (CRD# 5506913) is an Investment Advisor Representative working at Lpl Financial LLC in San Ramon, CA and has over 8 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Uc Berkeley||Berkeley, CA||Aug 2013 - Current||3|
|Cornerstone Wealth Management, Inc.||San Ramon, CA||Aug 2010 - Current||6|
|Lpl Financial, LLC||San Ramon, CA||Sep 2009 - Current||7|
|Assocaited Securities Corp.||San Ramon, CA||Feb 2009 - Sep 2009||< 1|
|Cornerstone Wealth Management Group, LLC||San Ramon, CA||Dec 2008 - Feb 2009||< 1|
|Fsc Securities Corporation||San Ramon, CA||Mar 2008 - Feb 2009||< 1|
|Unemployed / Student||San Ramon, CA||Sep 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- 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
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
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