UBS rep managing $265 million joins LPL

David Winchell, who managed $265 million at UBS Financial Services in Las Vegas, has formed the Winchell Financial Group and affiliated with LPL Financial.

In affiliating with LPL’s broker-dealer and using its corporate registered investment advisor platform, Winchell chose to use specialized services that LPL can provide to breakaway brokers, including support for daily operations and long-term business management.

The firm’s client service and operations manager, Angie Tomassetti-Ferrin, made the move along with Winchell.

Winchell joined UBS in 2010. He started his securities career in 1996.

The post UBS rep managing $265 million joins LPL appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
%d bloggers like this: