Winston Wealth Advisors, a hybrid managing $300 million with offices in Lubbock and Dallas, Texas, has switched its broker-dealer affiliation and registered investment adviser platform to LPL.
The firm joins from Securities America, which is part of the Advisor Group network of broker-dealers, and it is the second team in a week making the same affiliation change.
Last Thursday, JFC Financial Services, with 100 advisers and a reported $3 billion in assets, completed its move to LPL. The firm's CEO described Advisor Group's private-equity ownership as "a big negative."
David Winston founded his company 25 years ago and has since purchased two practices from retiring advisers. The business includes financial professionals Dianna Dunlap, Ashley Hougland, Tara Kincaid and Jacob Winston, David’s son. Cassie Hererra provides client support.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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