Donnye Winship
Donnye Winship is a registered investment advisor at Dallas Financial Advisors, LLC, based in Dallas, TX, with 29 years of industry experience. Donnye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 114 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
7616 Lbj Fwy, Ste 724, Dallas, TX, 75251
Get directionsHistory
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
Donnye is involved in several business activities, including non-variable insurance sales since 2004, and seeking to do group and individual health insurance, dedicating minimal time to this. He also provides investment advisory services through Dallas Financial Advisors, spending nearly full-time on this activity.
Employment History
Current Registrations
Dallas Financial Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Josephthal & CO., INC.Broker
Olde Discount CorporationBroker
State Registrations17 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.