UBS rep managing $265 million joins LPL
David Winchell is setting up his own firm, Winchell Financial Group, in Las Vegas.
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.
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