Winchell Financial Group Launches With LPL Strategic Wealth Services

Elvera Bartels

CHARLOTTE, N.C., Oct. 25, 2021 (World NEWSWIRE) — LPL Monetary LLC (Nasdaq: LPLA) announced today that financial advisor David Winchell has joined LPL Monetary to launch his new observe, Winchell Monetary Team. He is signing up for by means of affiliation with LPL’s Strategic Prosperity Solutions (LPL Strategic Prosperity Solutions) design. Winchell noted obtaining served close to $265 million in advisory, brokerage and retirement strategy assets*. He joins LPL from UBS Monetary Solutions.

Based in Las Vegas, Winchell has a lot more than 25 decades of business knowledge, featuring wealth management guidance and methods to superior-net-value persons, business enterprise owners, entertainment professionals and athletes. Winchell would make a issue to sort particular connections and be an advocate for each client. “We are a romantic relationship-dependent observe and choose a complete-support approach that covers wealth management, financial planning, retirement and cash flow planning, and brokerage companies. We get the job done

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