About LPL Financial - Our Broker/Dealer

$1 Trillion

LPL Financial services over $1 Trillion in assets,
with $578 billion in advisory assets as reported by Financial Planning magazine, June 1996-2021, based on total revenue.

Coast-to-coast

LPL has home offices in Austin, Boston,
Fort Mill, San Diego, and financial professionals located in all 50 states

Zero Proprietary Products

Access to hundreds of different advisory models and investment products so financial professionals can make recommendations based on comprehensive research and your unique goals.


ABOUT USDiversify, manage, & transfer your wealth

For over 25 years we’ve helped our clients pursue their lifelong goals and seek transferrable wealth for generations to come.

On the surface we diversify, manage, and transfer the wealth of our clients. However, what we really do is help our clients live a meaningful and robust life.

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Services

Your unique needs require a sound, professional financial approach and that’s why we offer an array of fully customized services. Our financial advice is comprehensive as we work with diverse high-net worth individuals, business owners, entertainment professionals, and professional athletes.

Wealth Management

Business Exit Planning

Comprehensive Financial Planning

Credit & Lending

Retirement Planning

Insurance & Liability Management

Estate Planning

Multigenerational planning

David Winchell

Client Centered

For 29 years David Winchell has been advising clients on their wealth and finances providing a sense of confidence to all of whom he works with. To David, being an esteemed wealth manager is more than having the professional experience to manage and transfer one’s wealth, it’s having the innate ability to thoughtfully guide every client throughout all stages of life. 

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LET US GUIDE YOU

LET US GUIDE YOU

Independent, Customized Wealth Management Advice & Service