Debbie Winokur
Debbie Winokur is a registered investment advisor at LPL Financial LLC, based in Sherman Oaks, CA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Sherman Oaks, CA
Get directionsHistory
Regulatory History (1)
Criminal
July 1978Other Business Activities
Debbie is associated with Winokur & Winokur LLC, doing business as (DBA) only, and dedicates 100% of her time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Wm Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
Great Western Financial Securities CorporationBroker
Shearson Lehman Hutton INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.