Lonny Winters
Lonny Winters is a registered investment advisor at Osaic Wealth, INC., based in Atlanta, TX, with 13 years of industry experience. Lonny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
514 W Main St, Atlanta, TX, 75551
Get directionsHistory
Regulatory History (1)
Criminal
March 2000Other Business ActivitiesSells Insurance
Lonny is a referral agent for Dylan Thompson Wealth Management/Medicare Backoffice and an advisor for Security America Advisors, spending about half his time providing investment advisory services. He also works as a consultant/estimator for E.I.C. LLC, owns rental property, and is an insurance agent selling fixed, life, and health insurance, dedicating about 10-20% of his time to insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations4 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.