Frank Winford
Frank Winford is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
200 Crescent Court, Suite 500, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Frank acts as trustee for the Thomas H Winford Family Trust and the Christine W Winford Trust. He dedicates minimal time to each trust.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Oppenheimer & CO., INC.Broker
Texas Commerce Equities, INC.Broker
State Registrations17 states
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