David Winebrenner
David Winebrenner is a registered investment advisor at LPL Financial LLC, based in Lebanon, KY, with 26 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
101 W Main St, Lebanon, KY, 40033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is affiliated with The Ruth Hagan Insurance Agency INC, selling property and casualty insurance and term life insurance, dedicating a few hours per week. He also operates Winebrenner Financial Services Inc as a DBA for his LPL business and has interests in several real estate rental businesses, including H&H Real Estate Holdings LLC, Sizemore and Tucker PLLC, Spirit of Main LLC, and H&H Real Estate, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
Winebrenner Capital Partners, LLCBroker
State Registrations22 states
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.